# Trivium Point Advisory, LLC

> 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.

- CRD: 292182
- Filed as: TRIVIUM POINT ADVISORY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilton, CT
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292182
- AdvisorCensus page: https://advisorcensus.com/firm/trivium-point-advisory-llc-wilton-ct-292182

## Quick answers

**How is Trivium Point Advisory, LLC compensated?**
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).

**How much does Trivium Point Advisory, LLC charge?**
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); Hourly rate: $250 to $500 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Trivium Point Advisory, LLC located?**
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).

**Is Trivium Point Advisory, LLC registered with the SEC or a state?**
Trivium Point Advisory, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292182.

**How much does Trivium Point Advisory, LLC manage?**
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).

**How have Trivium Point Advisory, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Trivium Point Advisory, LLC serve?**
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).

**Which custodians does Trivium Point Advisory, LLC use?**
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.

**Does Trivium Point Advisory, 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/292182

**Does Trivium Point Advisory, LLC state an account minimum?**
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."

**What changed in Trivium Point Advisory, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 23 to 12. Changed its office addresses in Melville, NY.

## 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 6, 2026)

- Asset-based fee: 0.1% to 1.25% a year (a range, as the brochure states it)

> 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.

- Account minimum: None

> 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.

- Hourly rate: $250 to $500 an hour (financial planning services)

> Such fee is negotiable and is based on an hourly rate of $250 to $500 per hour or an agreed-upon flat fee.

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

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Securities Corporation
- Charles Schwab & Co., Inc.
- LPL Financial LLC

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: $1,627,183,809
- Discretionary: $1,455,928,047
- Non-discretionary: $171,255,762

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 467 | $146,588,849 |
| High net worth individuals | 319 | $1,298,325,100 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 62 | $171,255,762 |
| Charitable organizations | 2 | $4,683,700 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,330,398 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 38 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, GA, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Melville, NY
- White Plains, NY

### Websites listed on Form ADV (Item 1.I)
- triviumpoint.com
- Facebook @TriviumPoint
- LinkedIn @trivium-point-advisory

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $660,232,133 | 22 | August 24, 2021 |
| October 2022 | $796,789,882 | 24 | August 11, 2022 |
| October 2023 | $613,557,563 | 17 | March 13, 2023 |
| October 2024 | $716,160,443 | 39 | September 19, 2024 |
| October 2025 | $1,487,605,211 | 35 | March 28, 2025 |
| October 2026 | $1,627,183,809 | 38 | March 6, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 23 to 12.
- Changed its office addresses in Melville, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trivium Point Advisory, LLC (CRD 292182): Form ADV filing data as of October 2026.