# Trumix Advisors

> Trumix Advisors is an SEC-registered investment advisory firm in Bloomington, MN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 310222
- Filed as: TRUMIX ADVISORS
- Legal name: GTS Financial, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomington, MN
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310222
- AdvisorCensus page: https://advisorcensus.com/firm/trumix-advisors-bloomington-mn-310222

## Quick answers

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

**Where is Trumix Advisors located?**
Trumix Advisors' principal office is in Bloomington, MN, according to its Form ADV.

**Is Trumix Advisors registered with the SEC or a state?**
Trumix Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 310222.

**How much does Trumix Advisors manage?**
Trumix Advisors reports $169,917,892 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have Trumix Advisors' assets and staff changed since 2024?**
In the Form ADV data for Trumix Advisors: Regulatory assets under management: $112,318,197 in the October 2024 data and $169,917,892 in the October 2026 data, up 51%. Total employees: 4 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trumix Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (120); high net worth individuals (50).

**Which custodians does Trumix Advisors use?**
Trumix Advisors' 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 Trumix Advisors 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/310222

**Does Trumix Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "We do not have a minimum account size requirement."

**What changed in Trumix Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $147,240,337 to $169,917,892 (+15%).

## 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 17, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

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: $169,917,892
- Discretionary: $169,654,212
- Non-discretionary: $263,680

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 120 | $41,811,569 |
| High net worth individuals | 50 | $126,506,733 |
| Charitable organizations | Fewer than 5 | $1,599,590 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trumixadvisors.com
- Facebook @trumixadvisors
- Instagram @trumixadvisors
- LinkedIn @trumix-advisors
- LinkedIn @grant-meyer-cfp
- LinkedIn @staceystelter
- LinkedIn @tylerengbrecht

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $112,318,197 | 4 | March 12, 2024 |
| October 2025 | $147,240,337 | 4 | April 14, 2025 |
| October 2026 | $169,917,892 | 6 | March 17, 2026 |

Regulatory assets under management: $112,318,197 in the October 2024 data and $169,917,892 in the October 2026 data, up 51%.
Total employees: 4 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $147,240,337 to $169,917,892 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trumix Advisors (CRD 310222): Form ADV filing data as of October 2026.