Trove Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 24, 2025, reports $718,259 in regulatory assets under management, 1 employee, and 73 accounts.
Assets Under Management
$718K
Employees
1
Offices
--
Total Clients
73
Primary office
DALLAS, TX
325 N. ST. PAUL STREET, #3100, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.5% of total clients.
Top client categories% of clientsClients
1
Individuals
94.5%
69
2
Corporations
5.5%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$718Kas of March 24, 2025
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$718K
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$718K
Total Accounts73
10Y AUM Change+$718K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee73:1
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.