Trust Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 26, 2026, reports $7.0B in regulatory assets under management, 76 employees, 1 office, and 1,590 accounts.
Top client segmentPooled Investment Vehicles represent 58.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
58.3%
7
2
Banks
41.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.0Bas of March 26, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$7.0B
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.
Total AUM$7.0B
Total Accounts1,590
10Y AUM Change+$3.0B (+76.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees76
Clients per Employee0:1
10Y Employee Change+16 (+26.7%)
* 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.