# Trumbower Financial Advisors LLC

> Trumbower Financial Advisors LLC is an SEC-registered investment advisory firm in Bethesda, MD, registered since 1996, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 107495
- Filed as: TRUMBOWER FINANCIAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethesda, MD
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107495
- AdvisorCensus page: https://advisorcensus.com/firm/trumbower-financial-advisors-llc-bethesda-md-107495

## Quick answers

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

**How much does Trumbower Financial Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $295 to $775 an hour (time spent plus out-of-pocket expenses). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Trumbower Financial Advisors LLC located?**
Trumbower Financial Advisors LLC's principal office is in Bethesda, MD, according to its Form ADV.

**Is Trumbower Financial Advisors LLC registered with the SEC or a state?**
Trumbower Financial Advisors LLC is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 107495.

**How much does Trumbower Financial Advisors LLC manage?**
Trumbower Financial Advisors LLC reports $1,984,731,510 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (17% discretionary).

**How have Trumbower Financial Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Trumbower Financial Advisors LLC: Regulatory assets under management: $1,351,453,024 in the October 2021 data and $1,984,731,510 in the October 2026 data, up 47%. Total employees: 11 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trumbower Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (159); individuals (other than high net worth individuals) (87).

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

**Does Trumbower Financial 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/107495

**Does Trumbower Financial Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "There are no minimum account size requirements."

## 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)

- Account minimum: None

> There are no minimum account size requirements.

- Hourly rate: $295 to $775 an hour (time spent plus out-of-pocket expenses)

> At hourly rates for time spent plus out-of-pocket expenses. Hourly rates may range from $295 to $775, depending on the Adviser representative’s level of experience.

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services 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: $1,984,731,510
- Discretionary: $329,656,330
- Non-discretionary: $1,655,075,180

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $34,131,513 |
| High net worth individuals | 159 | $1,946,769,710 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | Fewer than 5 | $3,830,287 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 1996 (30 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, DC, FL, LA, MA, MD, NH, NJ, NY, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [trufinancial.com](https://trufinancial.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,351,453,024 | 11 | March 10, 2021 |
| October 2022 | $1,647,185,643 | 11 | March 9, 2022 |
| October 2023 | $1,479,931,186 | 11 | June 29, 2023 |
| October 2024 | $1,657,808,618 | 11 | March 6, 2024 |
| October 2025 | $1,831,276,498 | 11 | March 13, 2025 |
| October 2026 | $1,984,731,510 | 11 | March 6, 2026 |

Regulatory assets under management: $1,351,453,024 in the October 2021 data and $1,984,731,510 in the October 2026 data, up 47%.
Total employees: 11 in October 2021 and 11 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trumbower Financial Advisors LLC (CRD 107495): Form ADV filing data as of October 2026.