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, SEC-registered RIA formed as an LLC in 2020 and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, combining financial planning with portfolio management for individuals, small businesses, and institutional entities. It also operates as an insurance broker and charges clients primarily on a percentage-of-AUM basis (plus other fee arrangements). The adviser does not present itself as an ESG-focused or multi-state specialist, and it is not a capital allocator or a pension consultant. Advisory activity is oriented toward discretionary portfolio management and planning rather than running proprietary investment funds.
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 1SUSAN MITCHELL
Chief Compliance OfficerCRD 1453956
Contacts
3 of 5BURTON STREET
Owner, Portfolio ManagerCRD 2332253
JAMES DELAY
Senior Vice President, Portfolio ManagerCRD 6112727
MICHAEL MORRISON
Senior Vice PresidentCRD 6134787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$1.3M in ETFs
0%
$0
100%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $834K | 18,292 | 64.22% |
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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