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TRG INVESTMENT ADVISORS, LLC
CRD 315629File 801-122090
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$167.1M
Bottom 25% of cohort (national)
Discretionary AUM
$135.5M
Non-discretionary $31.6M
Clients
241
413 accounts
Employees
6
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Aug 13, 2021
- Principal office
- 1705 SEVENTEENTH STREET, SUITE 100, DENVER, CO, 80202
- Phone
- 800-222-6016
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $167.1M
- Discretionary AUM
- $135.5M
- Non-discretionary AUM
- $31.6M
- Discretionary accounts
- 281
- Non-discretionary accounts
- 132
- Total accounts
- 413
- AUM per client
- $693K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $12.3M |
| High net worth individuals | 80 | $101.3M |
| Individuals (other than high net worth individuals) | 161 | $53.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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.