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TRUMBOWER FINANCIAL ADVISORS LLC
CRD 107495File 801-51817
APPROVED
Retail clients
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.98B
Top 25% of cohort (national)
Discretionary AUM
$329.7M
Non-discretionary $1.66B
Clients
246
964 accounts
Employees
11
Top 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 1, 1996
- Principal office
- 3 BETHESDA METRO CENTER, STE 340, BETHESDA, MD, 20814-5330
- Phone
- 301-215-8340
- Website
- HTTP://WWW.TRUFINANCIAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.98B
- Discretionary AUM
- $329.7M
- Non-discretionary AUM
- $1.66B
- Discretionary accounts
- 15
- Non-discretionary accounts
- 949
- Total accounts
- 964
- AUM per client
- $8.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $3.8M |
| High net worth individuals | 159 | $1.95B |
| Individuals (other than high net worth individuals) | 87 | $34.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.