Firm profile

TRUSTEE EMPOWERMENT & PROTECTION, INC.

TROY, MICRD 108249Latest ADV April 9, 2026

Trustee Empowerment & Protection, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Troy, MI. Its latest Form ADV filing, dated April 9, 2026, reports $10M in regulatory assets under management, 4 employees, and 2 accounts.

Assets Under Management
$10M
Employees
4
Offices
--
Total Clients
<5
Primary office
TROY, MI
755 WEST BIG BEAVER ROAD, SUITE 101, TROY, MI, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOEric S. Smith
CCOEric S. Smith

Advisory services offered

2 types reported
Other advisory services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
3
Categories with <5 clients
Charitable Organizations<5 clients
Individuals (other than high net worth individuals)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$10Mas of April 9, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$10M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$10M
Total Accounts2
10Y AUM Change$-213M (-95.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee1:1
10Y Employee Change-41 (-91.1%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.