Overview
- Headquarters
- Indianapolis, IN
- Total Firm Assets
- $239 million
- Average High-Net-Worth Client Portfolio Size
- $4.0 million
Fee Disclosure
Source: 2025 TRUST INVESMENT ADVISORS FORM ADV PARTS 2A & 2B AUGUST (2025-08-19)
· View brochure text
Latest filing: TRUST INVESTMENT ADVISORS FORM ADV PARTS 2A & 2B MARCH 2026 (2026-03-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.25% |
| $1,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | and above | 0.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $52,500 | 1.05% |
| $10 million | $90,000 | 0.90% |
| $50 million | $390,000 | 0.78% |
| $100 million | $765,000 | 0.76% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 73.41%
- Number of High-Net-Worth Clients
- 44
- Total Client Accounts
- 379
- Discretionary Accounts
- 379
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 309233
- TRUST INVESTMENT ADVISORS FORM ADV PARTS 2A & 2B MARCH 2026 (2026-03-24) · View brochure text
- 2025 TRUST INVESMENT ADVISORS FORM ADV PARTS 2A & 2B AUGUST (2025-08-19) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗