TROVE INVESTMENT ADVISORS LLC

CRD 306904File 801-120159

APPROVED

Retail clients

Filing as of Jun 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$388K

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $388K

Clients

34 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Jan 14, 2021
Principal office: 325 N. ST. PAUL STREET, #3100, DALLAS, TX, 75201
Phone: 469-655-0025
Website: http://www.troveadvisors.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $388K
Discretionary AUM: $0
Non-discretionary AUM: $388K
Discretionary accounts: 0
Non-discretionary accounts: 34
Total accounts: 34
AUM per client: $11K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$380K
Individuals (other than high net worth individuals)	30	$8K

Compensation & activities

ADV Items 5E, 5G

Compensation

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 11

This 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.