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TRUMBOWER FINANCIAL ADVISORS LLC
CRD 107495File 801-51817
APPROVED
Retail clients
Filing as of Mar 6, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 241 | 246 | increased by5 |
| Apr 1, 2026 | AUM | $1,831,276,498 | $1,984,731,510 | increased by$153,455,012 |
| Apr 1, 2026 | Accounts | 951 | 964 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 237 | 241 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,647,185,643 | $1,831,276,498 | increased by$184,090,855 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 862 | 951 | increased by89 |
| Apr 1, 2022 | Clients | 217 | 237 | increased by20 |
| Apr 1, 2022 | AUM | $1,351,453,024 | $1,647,185,643 | increased by$295,732,619 |
| Apr 1, 2022 | Accounts | 804 | 862 | increased by58 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRUMBOWER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUMBOWER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.