{
  "crd_number": 292182,
  "slug": "trivium-point-advisory-llc-wilton-ct-292182",
  "primary_business_name": "TRIVIUM POINT ADVISORY, LLC",
  "legal_name": "TRIVIUM POINT ADVISORY, LLC",
  "dbas": [],
  "city": "Wilton",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-02-09",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-06",
  "carried_forward": false,
  "raum_total": 1627183809.0,
  "raum_discretionary": 1455928047.0,
  "raum_non_discretionary": 171255762.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 38,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4683700.0,
      "count": 2
    },
    "individuals": {
      "raum": 146588849.0,
      "count": 467
    },
    "pension_profit_sharing": {
      "raum": 171255762.0,
      "count": 62
    },
    "high_net_worth_individuals": {
      "raum": 1298325100.0,
      "count": 319
    },
    "corporations_other_businesses": {
      "raum": 6330398.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "GA",
    "LA",
    "MA",
    "MD",
    "NC",
    "NJ",
    "NY",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/TriviumPoint",
    "https://linkedin.com/company/trivium-point-advisory",
    "https://triviumpoint.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292182",
  "city_as_filed": "WILTON",
  "url": "https://advisorcensus.com/firm/trivium-point-advisory-llc-wilton-ct-292182",
  "display_name": "Trivium Point Advisory, LLC",
  "summary": "Trivium Point Advisory, LLC is an SEC-registered investment advisory firm in Wilton, CT, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 6, 2026.",
  "citation": "AdvisorCensus. Trivium Point Advisory, LLC (CRD 292182): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Trivium Point Advisory, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Trivium Point Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Trivium Point Advisory, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 states: Asset-based fee: 0.1% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Trivium Point Advisory, LLC located?",
      "a": "Trivium Point Advisory, LLC's principal office is in Wilton, CT, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Trivium Point Advisory, LLC registered with the SEC or a state?",
      "a": "Trivium Point Advisory, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292182."
    },
    {
      "q": "How much does Trivium Point Advisory, LLC manage?",
      "a": "Trivium Point Advisory, LLC reports $1,627,183,809 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (89% discretionary)."
    },
    {
      "q": "How have Trivium Point Advisory, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Trivium Point Advisory, LLC: Regulatory assets under management: $660,232,133 in the October 2021 data and $1,627,183,809 in the October 2026 data, up 146%. Total employees: 22 in October 2021 and 38 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Trivium Point Advisory, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (467); high net worth individuals (319); pension and profit sharing plans (but not the plan participants or government pension plans) (62)."
    },
    {
      "q": "Which custodians does Trivium Point Advisory, LLC use?",
      "a": "Trivium Point Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Securities Corporation, Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Trivium Point Advisory, 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 SEC record: https://adviserinfo.sec.gov/firm/summary/292182"
    },
    {
      "q": "Does Trivium Point Advisory, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 6, 2026 says: \"TPA does not maintain a minimum fee or a minimum level of account assets.\" \"TPA generally does not impose a minimum account size for establishing a relationship.\""
    },
    {
      "q": "What changed in Trivium Point Advisory, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 23 to 12. Changed its office addresses in Melville, NY."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 660232133.0,
      "total_employees": 22,
      "filing_date": "2021-08-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 796789882.0,
      "total_employees": 24,
      "filing_date": "2022-08-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 613557563.0,
      "total_employees": 17,
      "filing_date": "2023-03-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 716160443.0,
      "total_employees": 39,
      "filing_date": "2024-09-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1487605211.0,
      "total_employees": 35,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1627183809.0,
      "total_employees": 38,
      "filing_date": "2026-03-06"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 23 to 12.",
        "Changed its office addresses in Melville, NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 6, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.1% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.1% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The fee generally ranges between 0.10% and 1.25% annually of the value of the assets under management.",
          "Investment management fees range from 0.10% to 1.25% annually."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "TPA does not maintain a minimum fee or a minimum level of account assets.",
          "TPA generally does not impose a minimum account size for establishing a relationship."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.1,
        1.25
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The fee generally ranges between 0.10% and 1.25% annually of the value of the assets under management.",
      "Investment management fees range from 0.10% to 1.25% annually.",
      "TPA does not maintain a minimum fee or a minimum level of account assets.",
      "TPA generally does not impose a minimum account size for establishing a relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon Securities Corporation",
      "name_as_filed": "BNY MELLON SECURITIES CORPORATION",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/trivium-point-advisory-llc-wilton-ct-292182.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 467,
      "fewer_than_5": false,
      "raum": 146588849.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 319,
      "fewer_than_5": false,
      "raum": 1298325100.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 62,
      "fewer_than_5": false,
      "raum": 171255762.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 4683700.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 6330398.0
    }
  ],
  "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/292182",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}