{
  "crd_number": 128135,
  "slug": "traditions-wealth-advisors-llc-college-station-tx-128135",
  "primary_business_name": "TRADITIONS WEALTH ADVISORS, LLC.",
  "legal_name": "TRADITIONS WEALTH ADVISORS, LLC.",
  "dbas": [],
  "city": "College Station",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "17780",
  "metro": {
    "cbsa_code": "17780",
    "common_name": "College Station",
    "msa_name": "College Station-Bryan, TX",
    "path": "/advisors/tx/college-station"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2008-01-01",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 94813000.0,
  "raum_discretionary": 24780510.0,
  "raum_non_discretionary": 70032490.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 11,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 10000000.0,
      "count": null,
      "description": "TIAA REAL ESTATE L.P INSIDE ANNUITY",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 1500000.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 15505727.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 67607273.0,
      "count": 60
    },
    "business_development_companies": {
      "raum": 200000.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/TraditionsWealthAdvisors",
    "https://instagram.com/traditionswealthadvisors",
    "https://linkedin.com/company/traditions-wealth-advisors/about",
    "https://spiritstewardshipministries.org",
    "https://traditionswealthadvisors.com",
    "https://twitter.com/TraditionsWA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128135",
  "city_as_filed": "COLLEGE STATION",
  "url": "https://advisorcensus.com/firm/traditions-wealth-advisors-llc-college-station-tx-128135",
  "display_name": "Traditions Wealth Advisors, LLC.",
  "summary": "Traditions Wealth Advisors, LLC. is a state-registered investment advisory firm in College Station, TX, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Traditions Wealth Advisors, LLC. (CRD 128135): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Traditions Wealth Advisors, LLC. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Traditions Wealth Advisors, LLC. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Traditions Wealth Advisors, LLC. located?",
      "a": "Traditions Wealth Advisors, LLC.'s principal office is in College Station, TX, according to its Form ADV."
    },
    {
      "q": "Is Traditions Wealth Advisors, LLC. registered with the SEC or a state?",
      "a": "Traditions Wealth Advisors, LLC. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 128135."
    },
    {
      "q": "How much does Traditions Wealth Advisors, LLC. manage?",
      "a": "Traditions Wealth Advisors, LLC. reports $94,813,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (26% discretionary)."
    },
    {
      "q": "What types of clients does Traditions Wealth Advisors, LLC. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (60); individuals (other than high net worth individuals) (15); business development companies (2)."
    },
    {
      "q": "Does Traditions Wealth Advisors, LLC. report any disciplinary disclosures?",
      "a": "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/128135"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/traditions-wealth-advisors-llc-college-station-tx-128135.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 15505727.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 60,
      "fewer_than_5": false,
      "raum": 67607273.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 200000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1500000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 10000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/128135",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}