TRPC ADVISORY SERVICES, INC.
Legal name: TRPC ADVISORY SERVICES
CRD #133795 SEC #801-93173 MIAMI, FL 305-671-2200
SEC Registered
Total AUM
$4.2B
Discretionary
$2.3B
Employees
26
Clients
26
Accounts
2,170
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $4.2B | $2.3B | $2B | 26 | 0 |
| Jun 2025 | $1.1B | $811.4M | $238.7M | 10 | 0 |
| Mar 2025 | $1.1B | $811.4M | $238.7M | 10 | 0 |
| Jan 2025 | $899.2M | $691.4M | $207.8M | 13 | 0 |
| Mar 2024 | $899.2M | $691.4M | $207.8M | 13 | 0 |
| Sep 2023 | $701.9M | $515.5M | $186.4M | 8 | 0 |
| Jul 2023 | $701.9M | $515.5M | $186.4M | 8 | 0 |
| Jul 2023 | $701.9M | $515.5M | $186.4M | 8 | 0 |
| Jun 2023 | $701.9M | $515.5M | $186.4M | 8 | 0 |
| Mar 2023 | $701.9M | $515.5M | $186.4M | 8 | 0 |
| Mar 2023 | $661.8M | $476.9M | $184.9M | 8 | 0 |
| Jul 2022 | $661.8M | $476.9M | $184.9M | 8 | 0 |
| Mar 2022 | $661.8M | $476.9M | $184.9M | 8 | 0 |
| Sep 2021 | $523.8M | $346.3M | $177.5M | 8 | 0 |
| Mar 2021 | $523.8M | $346.3M | $177.5M | 8 | 0 |
| Feb 2021 | $523.8M | $346.3M | $177.5M | 8 | 0 |
| Dec 2020 | $438.7M | $171.2M | $267.5M | 10 | 0 |
| Oct 2020 | $438.7M | $171.2M | $267.5M | 10 | 0 |
| Jul 2020 | $438.7M | $171.2M | $267.5M | 10 | 0 |
| Jun 2020 | $438.7M | $171.2M | $267.5M | 10 | 0 |
| Mar 2020 | $438.7M | $171.2M | $267.5M | 10 | 0 |
| Jan 2020 | $316.1M | $87.5M | $228.5M | 6 | 0 |
| Sep 2019 | $316.1M | $87.5M | $228.5M | 6 | 0 |
| Apr 2019 | $316.1M | $87.5M | $228.5M | 6 | 0 |
| Apr 2019 | $316.1M | $87.5M | $228.5M | 6 | 0 |
| Apr 2019 | $316.1M | $87.5M | $228.5M | 6 | 0 |
| Jan 2019 | $320.3M | $73.8M | $246.5M | 6 | 0 |
| Jun 2018 | $320.3M | $73.8M | $246.5M | 6 | 0 |
| Mar 2018 | $320.3M | $73.8M | $246.5M | 6 | 0 |
| Sep 2017 | $231.9M | $86.4M | $145.5M | 9 | 26 |
| Jul 2017 | $231.9M | $86.4M | $145.5M | 9 | 26 |
| May 2017 | $231.9M | $86.4M | $145.5M | 9 | 26 |
| Mar 2017 | $231.9M | $86.4M | $145.5M | 9 | 26 |
| Feb 2017 | $189.4M | $77M | $112.4M | 9 | 26 |
| Dec 2016 | $189.4M | $77M | $112.4M | 9 | 26 |
| Dec 2016 | $189.4M | $77M | $112.4M | 9 | 26 |
| May 2016 | $189.4M | $77M | $112.4M | 9 | 26 |
| Mar 2016 | $189.4M | $77M | $112.4M | 9 | 26 |
| Dec 2015 | $190.5M | $77.6M | $112.9M | 3 | 26 |
| Nov 2015 | $146.9M | $65.8M | $81.1M | 2 | 26 |
| Aug 2015 | $146.9M | $65.8M | $81.1M | 2 | 26 |
| Apr 2015 | $146.9M | $65.8M | $81.1M | 2 | 26 |
| Apr 2015 | $146.9M | $65.8M | $81.1M | 2 | 26 |
DateAug 2025
Total AUM$4.2B
Discretionary$2.3B
Non-Disc.$2B
Employees26
Clients0
DateJun 2025
Total AUM$1.1B
Discretionary$811.4M
Non-Disc.$238.7M
Employees10
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$811.4M
Non-Disc.$238.7M
Employees10
Clients0
DateJan 2025
Total AUM$899.2M
Discretionary$691.4M
Non-Disc.$207.8M
Employees13
Clients0
DateMar 2024
Total AUM$899.2M
Discretionary$691.4M
Non-Disc.$207.8M
Employees13
Clients0
DateSep 2023
Total AUM$701.9M
Discretionary$515.5M
Non-Disc.$186.4M
Employees8
Clients0
DateJul 2023
Total AUM$701.9M
Discretionary$515.5M
Non-Disc.$186.4M
Employees8
Clients0
DateJul 2023
Total AUM$701.9M
Discretionary$515.5M
Non-Disc.$186.4M
Employees8
Clients0
DateJun 2023
Total AUM$701.9M
Discretionary$515.5M
Non-Disc.$186.4M
Employees8
Clients0
DateMar 2023
Total AUM$701.9M
Discretionary$515.5M
Non-Disc.$186.4M
Employees8
Clients0
DateMar 2023
Total AUM$661.8M
Discretionary$476.9M
Non-Disc.$184.9M
Employees8
Clients0
DateJul 2022
Total AUM$661.8M
Discretionary$476.9M
Non-Disc.$184.9M
Employees8
Clients0
DateMar 2022
Total AUM$661.8M
Discretionary$476.9M
Non-Disc.$184.9M
Employees8
Clients0
DateSep 2021
Total AUM$523.8M
Discretionary$346.3M
Non-Disc.$177.5M
Employees8
Clients0
DateMar 2021
Total AUM$523.8M
Discretionary$346.3M
Non-Disc.$177.5M
Employees8
Clients0
DateFeb 2021
Total AUM$523.8M
Discretionary$346.3M
Non-Disc.$177.5M
Employees8
Clients0
DateDec 2020
Total AUM$438.7M
Discretionary$171.2M
Non-Disc.$267.5M
Employees10
Clients0
DateOct 2020
Total AUM$438.7M
Discretionary$171.2M
Non-Disc.$267.5M
Employees10
Clients0
DateJul 2020
Total AUM$438.7M
Discretionary$171.2M
Non-Disc.$267.5M
Employees10
Clients0
DateJun 2020
Total AUM$438.7M
Discretionary$171.2M
Non-Disc.$267.5M
Employees10
Clients0
DateMar 2020
Total AUM$438.7M
Discretionary$171.2M
Non-Disc.$267.5M
Employees10
Clients0
DateJan 2020
Total AUM$316.1M
Discretionary$87.5M
Non-Disc.$228.5M
Employees6
Clients0
DateSep 2019
Total AUM$316.1M
Discretionary$87.5M
Non-Disc.$228.5M
Employees6
Clients0
DateApr 2019
Total AUM$316.1M
Discretionary$87.5M
Non-Disc.$228.5M
Employees6
Clients0
DateApr 2019
Total AUM$316.1M
Discretionary$87.5M
Non-Disc.$228.5M
Employees6
Clients0
DateApr 2019
Total AUM$316.1M
Discretionary$87.5M
Non-Disc.$228.5M
Employees6
Clients0
DateJan 2019
Total AUM$320.3M
Discretionary$73.8M
Non-Disc.$246.5M
Employees6
Clients0
DateJun 2018
Total AUM$320.3M
Discretionary$73.8M
Non-Disc.$246.5M
Employees6
Clients0
DateMar 2018
Total AUM$320.3M
Discretionary$73.8M
Non-Disc.$246.5M
Employees6
Clients0
DateSep 2017
Total AUM$231.9M
Discretionary$86.4M
Non-Disc.$145.5M
Employees9
Clients26
DateJul 2017
Total AUM$231.9M
Discretionary$86.4M
Non-Disc.$145.5M
Employees9
Clients26
DateMay 2017
Total AUM$231.9M
Discretionary$86.4M
Non-Disc.$145.5M
Employees9
Clients26
DateMar 2017
Total AUM$231.9M
Discretionary$86.4M
Non-Disc.$145.5M
Employees9
Clients26
DateFeb 2017
Total AUM$189.4M
Discretionary$77M
Non-Disc.$112.4M
Employees9
Clients26
DateDec 2016
Total AUM$189.4M
Discretionary$77M
Non-Disc.$112.4M
Employees9
Clients26
DateDec 2016
Total AUM$189.4M
Discretionary$77M
Non-Disc.$112.4M
Employees9
Clients26
DateMay 2016
Total AUM$189.4M
Discretionary$77M
Non-Disc.$112.4M
Employees9
Clients26
DateMar 2016
Total AUM$189.4M
Discretionary$77M
Non-Disc.$112.4M
Employees9
Clients26
DateDec 2015
Total AUM$190.5M
Discretionary$77.6M
Non-Disc.$112.9M
Employees3
Clients26
DateNov 2015
Total AUM$146.9M
Discretionary$65.8M
Non-Disc.$81.1M
Employees2
Clients26
DateAug 2015
Total AUM$146.9M
Discretionary$65.8M
Non-Disc.$81.1M
Employees2
Clients26
DateApr 2015
Total AUM$146.9M
Discretionary$65.8M
Non-Disc.$81.1M
Employees2
Clients26
DateApr 2015
Total AUM$146.9M
Discretionary$65.8M
Non-Disc.$81.1M
Employees2
Clients26