Robert Michael Mitchell Jr
Financial advisor at Tcp Asset Management, LLC
Last updated 2026-10-10
Claim your profileRobert Michael Mitchell Jr is a financial advisor at Tcp Asset Management, LLC, CRD 4852647. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2013-04-08.
Registration
- CRD number
- 4852647
- Registration status
- Active
- IAPD registration
- 2013-04-08
- Industry Experience
- 13 years
- Work Experience
- 10 years
- States registered
- TN
Licenses and exams
- Series 63
- Series 65
Work history
- 2016-04 to 2017-01 · Trendency Capital Management, LLC · Thompsons Stations, TN
- 2016-03 to Present · Independent Insuance Agent · Thompsons Station, TN
- 2016-11 to Present · United Planners Financial Services of America · Scottsdale, AZ
- 2017-01 to Present · Tcp Asset Management, LLC · Columbus, OH
- 2016-12 to Present · Robert M Mitchell Jr · Thompsons Station, TN
- 2016-11 to Present · Trendency Capital Partners · Thompsons Station, TN
- 2017-07 to Present · Trendency Capital Partners · Spring Hill, TN
- 2016-12 to Present · Robert M Mitchell Jr Independent Insurance · Spring Hill, TN
- 2017-07 to Present · Tcp Asset Management, LLC · Spring Hill, TN
- 2016-12 to Present · Robert M Mitchell Jr · Spring Hill, TN
- 2017-07 to Present · Tcp Asset Management, LLC · Spring Hill, TN
- 2017-07 to Present · Trendency Capital Partners · Springhill, TN
- 2018-05 to Present · Riley Benefits and Investment Group · Spring Hill, TN
- 2020-04 to Present · Hyams and Associates · Brentwood, TN
- 2017-07 to Present · Tcp Asset Management, LLC · Thompsons Station, TN
Current employment
- Tcp Asset Management, LLC · Upper Arlington, OH
Tcp Asset Management, LLC
- Regulatory AUM
- $1,182,711,742
- Registered advisors
- 25
- Offices
- 16
- Clients per advisor
- 88.8 (Moderate)
- Average AUM per client
- $532.5K (Low)
- High-net-worth client ratio
- 12.9% (Low)
Tcp Asset Management, LLC: advisors, services and reported ETF investments
About
Robert Michael Mitchell Jr is a financial advisor at Tcp Asset Management, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates 13 years of industry experience and 10 years of reported work history. Reported roles include Hyams and Associates, Riley Benefits and Investment Group, Trendency Capital Partners, Robert M Mitchell Jr, among others.
SEC disclosures list additional business and community activities: 1: administrative support and account servicing.
Tcp Asset Management, LLC's firm-level Form ADV reports 25 advisors across 16 offices; approximately 88.8 clients per advisor, average assets per client of $532,513, and regulatory AUM of $1.2B; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $824.4M across 91 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Michael Mitchell Jr personally.
Reported ETF positions
Tcp Asset Management reports 91 ETF positions worth $824.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $133.7M |
| DIA — State Street SPDR Dow Jones Industrial Average ETF Trust | $58.4M |
| QQQ — Invesco QQQ Trust, Series 1 | $56.9M |
| DFAU — Dimensional US Core Equity Market ETF | $49.5M |
| THY — Toews Agility Shares Dynamic Tactical Income ETF | $48M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Tcp Asset Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $133.7M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $133.7M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | OEF — iShares S&P 100 Fund | $270.7K | Top 98.9% | Residual alpha +1.31% · Residual Sharpe 0.08 |
| Diversification Benefits | ACYS — FT Vest Laddered Autocallable Barrier & Resilient Income ETF | $272K | Top 99.0% | Replicability (R²) 44.0% · Residual Sharpe 0.89 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Tcp Asset Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Contact
The firm's filed contact details.
- Phone: 614-761-9378
- Website: tcpasset.com
Official record
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