Trust Investment Advisors
Firm details
- Headquarters
- Carmel, Indiana
- CRD number
- 309233
- Registered since
- May 6, 2020
- Website
- www.tiadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI73.41%
- Individuals20.61%
- Charitable Organizations5.98%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Trust Investment Advisors is an independent, LLC-structured registered investment adviser that began SEC registration in 2020. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory services include financial planning and portfolio management for individuals, small businesses, and institutions. The firm also operates as an insurance broker and charges clients on a percentage-of-AUM basis alongside other fee arrangements. Trust Investment Advisors does not identify as an active ESG investor, is not a multi-state adviser, and is not organized as a capital allocator.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities84%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1
Susan Mitchell
Chief Compliance OfficerCRD 1453956
Contacts
3 of 5
James Delay
Senior Vice President, Portfolio ManagerCRD 6112727
Michael Morrison
Senior Vice PresidentCRD 6134787
Burton Street
Owner, Portfolio ManagerCRD 2332253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$2.9M in ETFs
34%
$985K
52%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $792K | 18,292 | 27.18% |
Location
Carmel, IN
Hamilton
Location
Carmel, IN
Headquartered in Carmel, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Hamilton
- Address
- 301 Pennsylvania Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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