SAINT LOUIS, MOCRD 110422Latest ADV March 30, 2026
Terril & Company is an SEC registered investment adviser organized as a corporation with a primary office location in Saint Louis, MO. Its latest Form ADV filing, dated March 30, 2026, reports $988M in regulatory assets under management, 16 employees, 2 offices, and 1,140 accounts.
Assets Under Management
$988M
Employees
16
Offices
2 offices
Total Clients
488
Primary office
SAINT LOUIS, MO
6 CITY PLACE DRIVE, SUITE 1050, SAINT LOUIS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.7% of total clients.
Top client categories% of clientsClients
1
Individuals
52.7%
257
2
HNWI
43.9%
214
3
Pension Plans
1.6%
8
4
Corporations
1.2%
6
5
Charitable
0.6%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$988Mas of March 30, 2026
Discretionary100.0%
$988M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$988M
Total Accounts1,140
10Y AUM Change+$268M (+37.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee31:1
10Y Employee Change+9 (+128.6%)
* 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.