TRUST ADVISORS, INC.
CRD #157508 SEC #801-72355 HOUSTON, TX (713) 525-7607
SEC Registered Private Funds
Total AUM
$6.1B
Discretionary
$0
Employees
76
Clients
--
Accounts
1,470
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $6.1B | $0 | $6.1B | 76 | 0 |
| Mar 2024 | $5.5B | $0 | $5.5B | 83 | 0 |
| May 2023 | $4.8B | $0 | $4.8B | 78 | 0 |
| Mar 2023 | $4.8B | $0 | $4.8B | 78 | 0 |
| Mar 2022 | $5.6B | $0 | $5.6B | 78 | 0 |
| Mar 2021 | $5B | $0 | $5B | 80 | 12 |
| Mar 2020 | $4.4B | $0 | $4.4B | 57 | 12 |
| Sep 2019 | $4.1B | $0 | $4.1B | 56 | 11 |
| Mar 2019 | $4.1B | $0 | $4.1B | 56 | 11 |
| Mar 2018 | $4.1B | $0 | $4.1B | 58 | 11 |
| Oct 2017 | $3.8B | $0 | $3.8B | 65 | 10 |
| Mar 2017 | $4B | $0 | $4B | 60 | 1 |
| Nov 2016 | $3.7B | $0 | $3.7B | 60 | 1 |
| Jul 2016 | $3.7B | $0 | $3.7B | 60 | 1 |
| Jul 2016 | $3.7B | $0 | $3.7B | 60 | 1 |
| Mar 2016 | $3.7B | $0 | $3.7B | 60 | 1 |
| Mar 2015 | $4B | $0 | $4B | 60 | 1 |
| Jun 2014 | $3.4B | $0 | $3.4B | 50 | 1 |
| Mar 2014 | $3.4B | $0 | $3.4B | 50 | 1 |
| Mar 2013 | $3B | $0 | $3B | 2 | 1 |
| Apr 2012 | $2.8B | $0 | $2.8B | 1 | 1 |
| Mar 2012 | $2.8B | $0 | $2.8B | 1 | 1 |
| Nov 2011 | $2.4B | $0 | $2.4B | 1 | 1 |
| Jul 2011 | $2.9B | $0 | $2.9B | 5 | -- |
| May 2011 | $2.9B | $0 | $2.9B | 5 | -- |
| Apr 2011 | $2.9B | $0 | $2.9B | 5 | -- |
DateMar 2025
Total AUM$6.1B
Discretionary$0
Non-Disc.$6.1B
Employees76
Clients0
DateMar 2024
Total AUM$5.5B
Discretionary$0
Non-Disc.$5.5B
Employees83
Clients0
DateMay 2023
Total AUM$4.8B
Discretionary$0
Non-Disc.$4.8B
Employees78
Clients0
DateMar 2023
Total AUM$4.8B
Discretionary$0
Non-Disc.$4.8B
Employees78
Clients0
DateMar 2022
Total AUM$5.6B
Discretionary$0
Non-Disc.$5.6B
Employees78
Clients0
DateMar 2021
Total AUM$5B
Discretionary$0
Non-Disc.$5B
Employees80
Clients12
DateMar 2020
Total AUM$4.4B
Discretionary$0
Non-Disc.$4.4B
Employees57
Clients12
DateSep 2019
Total AUM$4.1B
Discretionary$0
Non-Disc.$4.1B
Employees56
Clients11
DateMar 2019
Total AUM$4.1B
Discretionary$0
Non-Disc.$4.1B
Employees56
Clients11
DateMar 2018
Total AUM$4.1B
Discretionary$0
Non-Disc.$4.1B
Employees58
Clients11
DateOct 2017
Total AUM$3.8B
Discretionary$0
Non-Disc.$3.8B
Employees65
Clients10
DateMar 2017
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees60
Clients1
DateNov 2016
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees60
Clients1
DateJul 2016
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees60
Clients1
DateJul 2016
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees60
Clients1
DateMar 2016
Total AUM$3.7B
Discretionary$0
Non-Disc.$3.7B
Employees60
Clients1
DateMar 2015
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees60
Clients1
DateJun 2014
Total AUM$3.4B
Discretionary$0
Non-Disc.$3.4B
Employees50
Clients1
DateMar 2014
Total AUM$3.4B
Discretionary$0
Non-Disc.$3.4B
Employees50
Clients1
DateMar 2013
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees2
Clients1
DateApr 2012
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees1
Clients1
DateMar 2012
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees1
Clients1
DateNov 2011
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees1
Clients1
DateJul 2011
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees5
Clients--
DateMay 2011
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees5
Clients--
DateApr 2011
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees5
Clients--