{ "crd_number": 145254, "slug": "terrion-advisors-inc-sandy-ut-145254", "primary_business_name": "TERRION ADVISORS, INC.", "legal_name": "TERRION ADVISORS, INC.", "dbas": [], "city": "Sandy", "state": "UT", "country": "United States", "cbsa_code": "41620", "metro": { "cbsa_code": "41620", "common_name": "Salt Lake City", "msa_name": "Salt Lake City-Murray, UT", "path": "/advisors/ut/salt-lake-city" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2008-01-07", "years_registered": 18, "period": "2026-10-01", "filing_date": "2026-03-20", "carried_forward": false, "raum_total": 32047443.0, "raum_discretionary": 32047443.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "individuals": { "raum": 14464769.0, "count": 45 }, "pension_profit_sharing": { "raum": 2707497.0, "count": 3, "fewer_than_5": true }, "high_net_worth_individuals": { "raum": 14875177.0, "count": 13 } }, "compensation_types": [ "fixed", "hourly", "other", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "pension_consulting", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 3, "states_registered": [ "UT" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145254", "disclosure_items": [ { "item": "11.A(2)", "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?" }, { "item": "11.B(1)", "question": "In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a misdemeanor involving investments or an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these?" }, { "item": "11.B(2)", "question": "In the past ten years, has the firm or an advisory affiliate been charged with one of the misdemeanors listed in 11.B(1)?" } ], "city_as_filed": "SANDY", "url": "https://advisorcensus.com/firm/terrion-advisors-inc-sandy-ut-145254", "display_name": "Terrion Advisors, Inc.", "summary": "Terrion Advisors, Inc. is a state-registered investment advisory firm in Sandy, UT, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.", "citation": "AdvisorCensus. Terrion Advisors, Inc. (CRD 145254): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Pension consulting services", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Terrion Advisors, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Terrion Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Terrion Advisors, Inc. located?", "a": "Terrion Advisors, Inc.'s principal office is in Sandy, UT, according to its Form ADV." }, { "q": "Is Terrion Advisors, Inc. registered with the SEC or a state?", "a": "Terrion Advisors, Inc. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 145254." }, { "q": "How much does Terrion Advisors, Inc. manage?", "a": "Terrion Advisors, Inc. reports $32,047,443 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary)." }, { "q": "What types of clients does Terrion Advisors, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); high net worth individuals (13); pension and profit sharing plans (but not the plan participants or government pension plans) (3)." }, { "q": "Does Terrion Advisors, Inc. report any disciplinary disclosures?", "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years), 11.B(1) (conviction or plea for a listed misdemeanor in the past ten years), and 11.B(2) (charge for a listed misdemeanor in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145254" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/terrion-advisors-inc-sandy-ut-145254.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 45, "fewer_than_5": false, "raum": 14464769.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 13, "fewer_than_5": false, "raum": 14875177.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 3, "fewer_than_5": true, "raum": 2707497.0 } ], "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145254", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }