DOYLESTOWN, PACRD 108920Latest ADV January 15, 2026
Trident Advisors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Doylestown, PA. Its latest Form ADV filing, dated January 15, 2026, reports $117M in regulatory assets under management, 3 employees, and 226 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.1% of total clients.
Top client categories% of clientsClients
1
Individuals
87.1%
196
2
HNWI
12.4%
28
3
Charitable
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of January 15, 2026
Discretionary94.1%
$110M
94% of total RAUM94.1%
Non-discretionary5.9%
$7M
6% of total RAUM5.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$117M
Total Accounts226
10Y AUM Change+$17M (+16.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee75:1
10Y Employee Change0 (0.0%)
* 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.