# Trust Advisors, Inc.

> Trust Advisors, Inc. is an SEC-registered investment advisory firm in Houston, TX, registered since 2011, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 157508
- Filed as: TRUST ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157508
- AdvisorCensus page: https://advisorcensus.com/firm/trust-advisors-inc-houston-tx-157508

## Quick answers

**How is Trust Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Trust Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.

**What does Trust Advisors, Inc.'s brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Trust Advisors, Inc. located?**
Trust Advisors, Inc.'s principal office is in Houston, TX, according to its Form ADV.

**Is Trust Advisors, Inc. registered with the SEC or a state?**
Trust Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 157508.

**How much does Trust Advisors, Inc. manage?**
Trust Advisors, Inc. reports $6,965,968,409 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary).

**How have Trust Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Trust Advisors, Inc.: Regulatory assets under management: $5,006,099,681 in the October 2021 data and $6,965,968,409 in the October 2026 data, up 39%. Total employees: 80 in October 2021 and 76 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trust Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7); banking or thrift institutions (5).

**Which custodians does Trust Advisors, Inc. use?**
Trust Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Regions Bank and Truist as custodians holding 10% or more of its separately managed account assets.

**Does Trust Advisors, Inc. 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/157508

**What changed in Trust Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $6,076,419,925 to $6,965,968,409 (+15%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> TAI is customarily compensated on the basis of fees calculated as a percentage of assets under management. TAI’s fee ranges from 0.25% to 1.50% of assets under management.

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

### Custodians (Schedule D, Section 5.K(3))
- Regions Bank
- Truist

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: $6,965,968,409
- Discretionary: $0
- Non-discretionary: $6,965,968,409

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Banking or thrift institutions | 5 | $201,254,264 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $6,764,714,145 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2011 (15 years)
- Employees: 76 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,006,099,681 | 80 | March 29, 2021 |
| October 2022 | $5,616,809,882 | 78 | March 30, 2022 |
| October 2023 | $4,836,688,133 | 78 | May 8, 2023 |
| October 2024 | $5,498,238,641 | 83 | March 22, 2024 |
| October 2025 | $6,076,419,925 | 76 | March 26, 2025 |
| October 2026 | $6,965,968,409 | 76 | March 26, 2026 |

Regulatory assets under management: $5,006,099,681 in the October 2021 data and $6,965,968,409 in the October 2026 data, up 39%.
Total employees: 80 in October 2021 and 76 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $6,076,419,925 to $6,965,968,409 (+15%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trust Advisors, Inc. (CRD 157508): Form ADV filing data as of October 2026.