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TRUST ADVISORS, INC.
CRD 157508 · SEC 801-72355
1929 ALLEN PARKWAY, HOUSTON, TX, 77019, United States
Phone
(713) 525-7607
Fax
1 (866) 593-9399
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.97B
Discretionary AUM
$0
Team
76 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
PORTFOLIO ADVISORY SERVICES TO TRUSTEES AND MEMBER MANAGED LLCS
Client types
| Type | Clients | AUM |
|---|---|---|
| Banking/thrift institutions | 5 | $201.3M |
| Pooled investment vehicles | 7 | $6.76B |
Official SEC filing: View on IAPD