# Traditions Wealth Advisors, LLC.

> 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.

- CRD: 128135
- Filed as: TRADITIONS WEALTH ADVISORS, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: College Station, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128135
- AdvisorCensus page: https://advisorcensus.com/firm/traditions-wealth-advisors-llc-college-station-tx-128135

## Quick answers

**How is Traditions Wealth Advisors, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Traditions Wealth Advisors, LLC. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Traditions Wealth Advisors, LLC. located?**
Traditions Wealth Advisors, LLC.'s principal office is in College Station, TX, according to its Form ADV.

**Is Traditions Wealth Advisors, LLC. registered with the SEC or a state?**
Traditions Wealth Advisors, LLC. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 128135.

**How much does Traditions Wealth Advisors, LLC. manage?**
Traditions Wealth Advisors, LLC. reports $94,813,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (26% discretionary).

**What types of clients does Traditions Wealth Advisors, LLC. serve?**
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).

**Does Traditions Wealth 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128135

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $94,813,000
- Discretionary: $24,780,510
- Non-discretionary: $70,032,490

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $15,505,727 |
| High net worth individuals | 60 | $67,607,273 |
| Business development companies | 2 | $200,000 |
| Charitable organizations | Fewer than 5 | $1,500,000 |
| Other | Fewer than 5 | $10,000,000 |

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

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

### Websites listed on Form ADV (Item 1.I)
- spiritstewardshipministries.org
- traditionswealthadvisors.com
- Facebook @TraditionsWealthAdvisors
- Instagram @traditionswealthadvisors
- LinkedIn @traditions-wealth-advisors
- X @TraditionsWA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Traditions Wealth Advisors, LLC. (CRD 128135): Form ADV filing data as of October 2026.