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TRUST ADVISORS, INC.
CRD 157508File 801-72355
APPROVED
Filing as of Mar 26, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.