Terril & Company

RIASEC RegisteredEst. 1980
Total AUM
$988M
Discretionary
$988M
100% of AUM
Avg account
$867K
Accounts
1,140
Employees
16
Advisory reps
5

Firm details

Headquarters
Saint Louis, Missouri
CRD number
110422
Registered since
November 12, 1980
Website
terrilco.com
Custodians
U.S. BANK, N.A., CENTRAL TRUST COMPANY
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI82.48%
  • Individuals7.22%
  • Pension & Profit Sharing Plans4.98%
  • Charitable Organizations4.04%
  • Corporations / Businesses1.28%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Terril & Company is an independent, privately owned registered investment adviser that has been SEC-registered since 1980. The firm operates as a corporation and focuses on discretionary portfolio management for individuals, families, small businesses and institutional clients. Its fee model combines a percentage-of-AUM schedule with the option for hourly billing. Terril & Company does not characterize itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 49%, Investment Grade Corp Bonds 26%, US Government Bonds 9%, Non-Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 5%, State & Local Bonds 4%, Non-Exchange Traded Equities 1%, Other 1%49%
  • Exchange Traded Equities49%
  • Investment Grade Corp Bonds26%
  • US Government Bonds9%
  • Non-Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents5%

Contacts

3 of 5
  • William Newbold

    William Newbold

    Senior Research AnalystCRD 1969058

  • John Terril

    John Terril

    Founder and PresidentCRD 836624

  • David Carter

    Portfolio ManagerCRD 1083770

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$22.1M in ETFs

Passive

98%

$21.6M

Active

2%

$531K

ETFProviderStyleCategoryValueShares% of portfolio
GLOBAL X 1-3 MONTH T-BILL ETF (CLIP)GlobalXPassiveUltrashort Bond$7.3M72,74232.97%
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Location

Primary office

Saint Louis, MO

Saint Louis

Location

Saint Louis, MO

Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
Saint Louis
Address
6 City Place Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth