TRUST ADVISORS, INC.

Overview

Trust Advisors, Inc. is a corporation serving institutional clients with a percentage-of-AUM fee model. The firm operates as a non-discretionary advisor, which means it primarily implements investment programs according to client-directed mandates rather than exercising full portfolio discretion. Its regulatory history dates back to registration in 2011 and it lists an industry affiliation as a trust company, consistent with a focus on fiduciary-style account relationships and trust custody. Investment activity leans toward pooled and managed vehicles rather than direct, concentrated equity bets. The firm’s balance sheet and fund activity indicate a heavy emphasis on private or non-traditional pooled structures (listed as “Other” funds) alongside a material sleeve of public mutual funds. Institutional clients and trust relationships drive the allocation approach, so the firm organizes exposures through advised funds, mutual fund wrappers and fixed-income instruments rather than relying primarily on individual stock selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices