ESTATE & TRUST ADVISORS

Overview

Estate & Trust Advisors is an independent, SEC-registered RIA operating as a corporation and led by an individual owner. The firm has focused its advisory practice on individuals and families, delivering financial planning and portfolio management for both retail clients and small businesses. Its service mix also includes portfolio management for institutions and the selection of third‑party advisers, reflecting a willingness to outsource parts of the investment process when specialist managers add value. Investment activity is tilted heavily toward publicly traded equities and exchange‑traded vehicles, which comprise the bulk of client portfolios. The firm operates primarily on a percentage‑of‑AUM fee model and acts as a capital allocator, placing client capital with external alternative managers in select strategies. Estate & Trust Advisors also maintains an insurance brokerage capability, integrating insurance solutions into planning and wealth transfer conversations. The adviser does not position itself as an ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

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Location & Offices