{
  "crd_number": 309233,
  "slug": "trust-investment-advisors-indianapolis-in-309233",
  "primary_business_name": "TRUST INVESTMENT ADVISORS",
  "legal_name": "STREET CAPITAL PARTNERS, LLC",
  "dbas": [
    "STREET CAPITAL PARTNERS LLC",
    "TIA",
    "TRUST INVESTMENT ADVISORS"
  ],
  "city": "Indianapolis",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-05-06",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 238933754.0,
  "raum_discretionary": 238933754.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 14294354.0,
      "count": 11
    },
    "individuals": {
      "raum": 49237271.0,
      "count": 119
    },
    "high_net_worth_individuals": {
      "raum": 175402129.0,
      "count": 44
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "IN",
    "TX"
  ],
  "websites": [
    "https://tiadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309233",
  "city_as_filed": "INDIANAPOLIS",
  "url": "https://advisorcensus.com/firm/trust-investment-advisors-indianapolis-in-309233",
  "display_name": "Trust Investment Advisors",
  "summary": "Trust Investment Advisors is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Trust Investment Advisors (CRD 309233): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Trust Investment Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Trust Investment Advisors reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Trust Investment Advisors located?",
      "a": "Trust Investment Advisors' principal office is in Indianapolis, IN, according to its Form ADV."
    },
    {
      "q": "Is Trust Investment Advisors registered with the SEC or a state?",
      "a": "Trust Investment Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309233."
    },
    {
      "q": "How much does Trust Investment Advisors manage?",
      "a": "Trust Investment Advisors reports $238,933,754 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Trust Investment Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Trust Investment Advisors: Regulatory assets under management: $139,551,584 in the October 2021 data and $238,933,754 in the October 2026 data, up 71%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Trust Investment Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (119); high net worth individuals (44); charitable organizations (11)."
    },
    {
      "q": "Which custodians does Trust Investment Advisors use?",
      "a": "Trust Investment Advisors' 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."
    },
    {
      "q": "Does Trust Investment Advisors 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/309233"
    },
    {
      "q": "What changed in Trust Investment Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 3 (now no: 11.C(2), 11.C(4), 11.C(5)). Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $208,498,278 to $238,933,754 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 139551584.0,
      "total_employees": 6,
      "filing_date": "2021-04-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 170434821.0,
      "total_employees": 6,
      "filing_date": "2022-09-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 165219636.0,
      "total_employees": 6,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 181949870.0,
      "total_employees": 5,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 208498278.0,
      "total_employees": 5,
      "filing_date": "2025-03-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 238933754.0,
      "total_employees": 4,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Item 11 disclosure answers changed: 0 yes answers, previously 3 (now no: 11.C(2), 11.C(4), 11.C(5)).",
        "Employees performing advisory functions went from 4 to 3.",
        "Regulatory assets under management went from $208,498,278 to $238,933,754 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES 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/trust-investment-advisors-indianapolis-in-309233.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 119,
      "fewer_than_5": false,
      "raum": 49237271.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 44,
      "fewer_than_5": false,
      "raum": 175402129.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 11,
      "fewer_than_5": false,
      "raum": 14294354.0
    }
  ],
  "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/309233",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}