Trust Advisors, Inc.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 157508
- Registered since
- May 25, 2011
- Custodians
- TRUIST INVESTMENT SERVICES, INC., REGIONS BANK
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles97.11%
- Banking / Thrift Institutions2.89%
Firm profile
FINTRXOverview
Trust Advisors, Inc. is an institutional registered investment adviser that has been SEC-registered since 2011. Ownership is held by a combination of a domestic entity and individuals. The firm serves institutional clients and charges fees as a percentage of assets under management. Its practice is focused on non-discretionary relationships rather than acting as a capital allocator. Trust Advisors is not an active ESG investor, does not function as a pension consultant, and is not registered as a multi-state adviser. The firm also has an industry affiliation as a trust company.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
3 of 6Sara Beaves
DirectorCRD 7357031
Maria Bateman
Registered Investment AdvisorCRD 6364113
Shirley Wang
Financial AdvisorCRD 7891461
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1929 Allen Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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