# Terrion Advisors, Inc.

> 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.

- CRD: 145254
- Filed as: TERRION ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sandy, UT
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145254
- AdvisorCensus page: https://advisorcensus.com/firm/terrion-advisors-inc-sandy-ut-145254

## Quick answers

**How is Terrion Advisors, Inc. compensated?**
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.

**Where is Terrion Advisors, Inc. located?**
Terrion Advisors, Inc.'s principal office is in Sandy, UT, according to its Form ADV.

**Is Terrion Advisors, Inc. registered with the SEC or a state?**
Terrion Advisors, Inc. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 145254.

**How much does Terrion Advisors, Inc. manage?**
Terrion Advisors, Inc. reports $32,047,443 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Terrion Advisors, Inc. serve?**
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).

**Does Terrion Advisors, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $32,047,443
- Discretionary: $32,047,443
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $14,464,769 |
| High net worth individuals | 13 | $14,875,177 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,707,497 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?
- 11.B(1): 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?
- 11.B(2): In the past ten years, has the firm or an advisory affiliate been charged with one of the misdemeanors listed in 11.B(1)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145254

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Terrion Advisors, Inc. (CRD 145254): Form ADV filing data as of October 2026.