← Directory
TRIDENT ADVISORS INC
CRD 108920File 801-131929
APPROVED
Retail clients
Filing as of Jan 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$116.9M
Bottom 25% of cohort (national)
Discretionary AUM
$110.1M
Non-discretionary $6.8M
Clients
225
226 accounts
Employees
3
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 5, 2025
- Principal office
- 76 EAST STATE ST., DOYLESTOWN, PA, 18901
- Phone
- 215-489-5383
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $116.9M
- Discretionary AUM
- $110.1M
- Non-discretionary AUM
- $6.8M
- Discretionary accounts
- 224
- Non-discretionary accounts
- 2
- Total accounts
- 226
- AUM per client
- $520K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $396K |
| High net worth individuals | 28 | $68.5M |
| Individuals (other than high net worth individuals) | 196 | $48.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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.