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TRUST ADVISORS, INC.
CRD 157508File 801-72355
APPROVED
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.97B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $6.97B
Clients
12
1,590 accounts
Employees
76
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 25, 2011
- Principal office
- 1929 ALLEN PARKWAY, HOUSTON, TX, 77019
- Phone
- (713) 525-7607
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.97B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $6.97B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,590
- Total accounts
- 1,590
- AUM per client
- $580.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 7 | $6.76B |
| Banking or thrift institutions | 5 | $201.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
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 | AUM | $6,076,419,925 | $6,965,968,409 | increased by$889,548,484 |
| Apr 1, 2026 | Accounts | 1,470 | 1,590 | increased by120 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 78 | 76 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 11 | 12 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,616,809,882 | $6,076,419,925 | increased by$459,610,043 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,546 | 1,470 | decreased by76 |
| Apr 1, 2022 | Employees | 80 | 78 | decreased by2 |
| Apr 1, 2022 | Clients | 12 | 11 | decreased by1 |
| Apr 1, 2022 | AUM | $5,006,099,681 | $5,616,809,882 | increased by$610,710,201 |
| 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 “TRUST ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUST ADVISORS” 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.