# Trisperity Advisors, LLC

> Trisperity Advisors, LLC is an SEC-registered investment advisory firm in Katy, TX, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 142438
- Filed as: TRISPERITY ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Katy, TX
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142438
- AdvisorCensus page: https://advisorcensus.com/firm/trisperity-advisors-llc-katy-tx-142438

## Quick answers

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

**Where is Trisperity Advisors, LLC located?**
Trisperity Advisors, LLC's principal office is in Katy, TX, according to its Form ADV.

**Is Trisperity Advisors, LLC registered with the SEC or a state?**
Trisperity Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 142438.

**How much does Trisperity Advisors, LLC manage?**
Trisperity Advisors, LLC reports $335,172,917 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (99% discretionary).

**How have Trisperity Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Trisperity Advisors, LLC: Regulatory assets under management: $203,314,346 in the October 2021 data and $335,172,917 in the October 2026 data, up 65%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trisperity Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (174); high net worth individuals (90).

**Which custodians does Trisperity Advisors, LLC use?**
Trisperity Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Trisperity 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 SEC record: https://adviserinfo.sec.gov/firm/summary/142438

**Does Trisperity Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "There are currently no minimum account size requirements."

**What changed in Trisperity Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $283,680,581 to $335,172,917 (+18%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> There are currently no minimum account size requirements.

- Minimum annual fee: None

> There is no minimum annual fee.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $335,172,917
- Discretionary: $333,291,560
- Non-discretionary: $1,881,357

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 174 | $57,213,588 |
| High net worth individuals | 90 | $277,959,329 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $203,314,346 | 2 | March 31, 2021 |
| October 2022 | $238,719,695 | 2 | March 28, 2022 |
| October 2023 | $222,626,564 | 2 | May 25, 2023 |
| October 2024 | $261,000,044 | 2 | March 31, 2024 |
| October 2025 | $283,680,581 | 2 | March 27, 2025 |
| October 2026 | $335,172,917 | 2 | March 27, 2026 |

Regulatory assets under management: $203,314,346 in the October 2021 data and $335,172,917 in the October 2026 data, up 65%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $283,680,581 to $335,172,917 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trisperity Advisors, LLC (CRD 142438): Form ADV filing data as of October 2026.