INDIANAPOLIS, INCRD 309233Latest ADV March 24, 2026
Trust Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 24, 2026, reports $239M in regulatory assets under management, 4 employees, and 379 accounts.
Assets Under Management
$239M
Employees
4
Offices
--
Total Clients
174
Primary office
INDIANAPOLIS, IN
301 PENNSYLVANIA PARKWAY, SUITE 301, INDIANAPOLIS, IN, United States
Top client segmentIndividuals represent 68.4% of total clients.
Top client categories% of clientsClients
1
Individuals
68.4%
119
2
HNWI
25.3%
44
3
Charitable
6.3%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$239Mas of March 24, 2026
Discretionary100.0%
$239M
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.
Total AUM$239M
Total Accounts379
10Y AUM Change+$239M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee44:1
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.