Total Compensation Group Consulting, Inc. (Austin)

Total Compensation Group Consulting, Inc. is a large advisory firm based in Austin. It manages $82.01 million of regulatory assets for 233 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Illinois, and 7 other states.

Total Compensation Group Consulting provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Total Compensation Group Consulting: assets under management

The assets under management (AUM) of Total Compensation Group Consulting, Inc. is $82.01 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7.65 million in discretionary accounts and $74.36 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.65 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $320.53 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Total Compensation Group Consulting, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Total Compensation Group Consulting, Inc.

Mike Wayne Cochran has been acting as President since 1 Jan 2000. John Joseph Pesce joined the executive team most recently as the Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Joseph Pesce	Senior vice president	1 Jan 2000	25% - 50%	2384301
Mike Wayne Cochran	President	1 Jan 2000	25% - 50%	1412943
Arthur Howard	General counsel	1 Jan 2001	Other	4417779
Teri Lynn Hoyt	Compliance officer	1 Jun 2001	Other	4015682
William Patrick Tedrow	President of fic financial services, inc.	1 Jun 2003	Other	2090063
Inc. Fic Financial Services	Parent company	1 Jun 2003	75% - 100%	06-1691863
Financial Industries Corporation	Parent company of fic financial services, inc.	1 Jun 2003	75% - 100%	74-2126975
Teri Lynn Hoyt	Compliance officer	1 Dec 2003	Other	4015682
Llp Bcdp Holdings	Holding company	1 Dec 2003	75% - 100%	20-0529591
David Randolph Allen	Senior vice president	1 Dec 2003	Other	2960813
Llc Total Compensation Group Advisory Services Management	General partner	1 Dec 2003	Other	20-0760699
John Joseph Pesce	Manager	1 Jan 2004	Other	2384301
Teri Lynn Hoyt	Compliance officer	1 Jan 2004	Other	4015682
Llp Bcdp Holdings	Holding company	1 Jan 2004	75% - 100%	20-0529591
Llc Total Compensation Group Investment Advisory Services Management	General partner	1 Jan 2004	Other	20-0529591
David Randolph Allen	Senior vice president	1 Jan 2004	Other	2960813

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
John Joseph Pesce	General partner	1 Dec 2003	25% - 50%	2384301
Mike Wayne Cochran	General partner	1 Dec 2003	25% - 50%	1412943
Scott Alan Bell	General partner	1 Dec 2003	25% - 50%	2881086
Wayne Clarence Desselle	General partner	1 Dec 2003	25% - 50%	1261196
Mike Wayne Cochran	Partner	1 Jan 2004	25% - 50%	1412943
Wayne Clarence Desselle	Partner	1 Jan 2004	25% - 50%	1261196
Scott Alan Bell	Partner	1 Jan 2004	25% - 50%	2881086

Based in Austin

The principal office where Total Compensation Group Consulting, Inc. performs its advisory services is located at 4201 Bee Caves Rd. #C 101, Austin, TX 78746, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-306-9939 or by fax 512-306-9959. The normal business hours are 8-5 on Monday - Friday.