# Three Rivers Executive Consulting, LLC

> Three Rivers Executive Consulting, LLC is a state-registered investment advisory firm in Wexford, PA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 311549
- Filed as: THREE RIVERS EXECUTIVE CONSULTING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wexford, PA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311549
- AdvisorCensus page: https://advisorcensus.com/firm/three-rivers-executive-consulting-llc-wexford-pa-311549

## Quick answers

**How is Three Rivers Executive Consulting, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Three Rivers Executive Consulting, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Three Rivers Executive Consulting, LLC located?**
Three Rivers Executive Consulting, LLC's principal office is in Wexford, PA, according to its Form ADV.

**Is Three Rivers Executive Consulting, LLC registered with the SEC or a state?**
Three Rivers Executive Consulting, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 311549.

**How much does Three Rivers Executive Consulting, LLC manage?**
Three Rivers Executive Consulting, LLC reports $86,497,868 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (81% discretionary).

**How have Three Rivers Executive Consulting, LLC's assets and staff changed since 2022?**
In the Form ADV data for Three Rivers Executive Consulting, LLC: Regulatory assets under management: $186,000,000 in the October 2022 data and $86,497,868 in the October 2026 data, down 53%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Three Rivers Executive Consulting, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (111); high net worth individuals (12); corporations or other businesses not listed above (6).

**Does Three Rivers Executive Consulting, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311549

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $86,497,868
- Discretionary: $70,370,637
- Non-discretionary: $16,127,231

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 111 | $25,239,362 |
| High net worth individuals | 12 | $15,254,776 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $16,127,231 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $29,876,499 |
| Other | 0 | $0 |

### 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: 2023 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tr-ec.com
- Facebook @TRECKennedy
- Instagram @three_rivers_exec_consulting
- LinkedIn @three-rivers-executive-consulting-trec
- X @TREC_Kennedy

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $186,000,000 | 2 | September 14, 2022 |
| October 2026 | $86,497,868 | 2 | March 24, 2026 |

Regulatory assets under management: $186,000,000 in the October 2022 data and $86,497,868 in the October 2026 data, down 53%.
Total employees: 2 in October 2022 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Three Rivers Executive Consulting, LLC (CRD 311549): Form ADV filing data as of October 2026.