AdvisorCensus / Financial advisors / Massachusetts / Boston / TE Advisors LLC
TE Advisors LLC is an SEC-registered investment advisory firm in Quincy, MA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.
Quick answers
From the filingHow is TE Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), TE Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is TE Advisors LLC located?
TE Advisors LLC's principal office is in Quincy, MA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is TE Advisors LLC registered with the SEC or a state?
TE Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336139.
How much does TE Advisors LLC manage?
TE Advisors LLC reports $10,715 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).
How have TE Advisors LLC's assets and staff changed since 2025?
In the Form ADV data for TE Advisors LLC: Regulatory assets under management: $0 in the October 2025 data and $10,715 in the October 2026 data. Total employees: 5 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does TE Advisors LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13).
Does TE Advisors LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336139
What changed in TE Advisors LLC's recent Form ADV filings?
In the August 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(4)).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated July 1, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$10,715 as of October 2026, filing dated July 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the August 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $10,715 | 5 | July 1, 2026 |
| October 2025 | $0 | 5 | May 29, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $10,715 in the October 2026 data.
Total employees: 5 in October 2025 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(4)).
- April 2026
- Regulatory assets under management went from $0 to $10,715.
- Its Item 11 disclosure answers changed.
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. TE Advisors LLC (CRD 336139): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/te-advisors-llc-quincy-ma-336139