# Trident Advisors Inc

> Trident Advisors Inc is an SEC-registered investment advisory firm in Doylestown, PA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 108920
- Filed as: TRIDENT ADVISORS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Doylestown, PA
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108920
- AdvisorCensus page: https://advisorcensus.com/firm/trident-advisors-inc-doylestown-pa-108920

## Quick answers

**How is Trident Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Trident Advisors Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Trident Advisors Inc located?**
Trident Advisors Inc's principal office is in Doylestown, PA, according to its Form ADV.

**Is Trident Advisors Inc registered with the SEC or a state?**
Trident Advisors Inc is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 108920.

**How much does Trident Advisors Inc manage?**
Trident Advisors Inc reports $116,942,888 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (94% discretionary).

**How have Trident Advisors Inc's assets and staff changed since 2025?**
In the Form ADV data for Trident Advisors Inc: Regulatory assets under management: $100,148,152 in the October 2025 data and $116,942,888 in the October 2026 data, up 17%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trident Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (196); high net worth individuals (28); charitable organizations (1).

**Which custodians does Trident Advisors Inc use?**
Trident Advisors Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services as a custodian holding 10% or more of its separately managed account assets.

**Does Trident Advisors Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108920

**Does Trident Advisors Inc state an account minimum?**
Its Form ADV Part 2A brochure dated January 15, 2026 says: "Trident generally requires an account minimum of $50,000 for investment management services. However, Trident, in its sole discretion, may charge a lesser management fee or waive its minimum account size based upon certain criteria"

**What changed in Trident Advisors Inc's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $100,148,152 to $116,942,888 (+17%). Registered or notice-filed in CT, FL, NJ.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated January 15, 2026)

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> Trident generally requires an account minimum of $50,000 for investment management services. However, Trident, in its sole discretion, may charge a lesser management fee or waive its minimum account size based upon certain criteria

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $116,942,888
- Discretionary: $110,092,941
- Non-discretionary: $6,849,947

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 196 | $48,027,755 |
| High net worth individuals | 28 | $68,519,430 |
| 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) | 0 | $0 |
| Charitable organizations | 1 | $395,703 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tridentadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $100,148,152 | 3 | February 14, 2025 |
| October 2026 | $116,942,888 | 3 | January 15, 2026 |

Regulatory assets under management: $100,148,152 in the October 2025 data and $116,942,888 in the October 2026 data, up 17%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 2 to 1.
- Regulatory assets under management went from $100,148,152 to $116,942,888 (+17%).
- Registered or notice-filed in CT, FL, NJ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trident Advisors Inc (CRD 108920): Form ADV filing data as of October 2026.