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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARTEE, ERIC, PRESTON | I | DIRECTOR AND PRESIDENT | NA | Control |
| BARTEE, ERIC, PRESTON | I | PRESIDENT | NA | Control |
| BARTEE, ERIC, PRESTON | I | DIRECTOR AND PRESIDENT | NA | Control |
| BARTEE, ERIC, PRESTON | I | DIRECTOR AND PRESIDENT | NA | Control |
| BARTEE, ERIC, PRESTON | I | DIRECTOR AND PRESIDENT | NA | Control |
| BARTEE, ERIC, PRESTON | I | DIRECTOR AND PRESIDENT | NA | Control |
| BARTEE, ERIC, PRESTON | I | DIRECTOR AND PRESIDENT | NA | Control |
| BARTEE, ERIC, PRESTON | I | DIRECTOR AND PRESIDENT | NA | Control |
| BATEMAN, ESTHER | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| BATEMAN, ESTHER | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| BATEMAN, MARIA, ESTHER, HERRERO | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| BATEMAN, MARIA, ESTHER, HERRERO | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| BATEMAN, MARIA, ESTHER, HERRERO | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| BATEMAN, MARIA, ESTHER, HERRERO | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| BATEMAN, MARIA, ESTHER, HERRERO | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| BATEMAN, MARIA, ESTHER, HERRERO | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| BATEMAN, MARIA, ESTHER, HERRERO | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| BRIGGS, CURTIS, GRAHAM | I | DIRECTOR, SECRETARY AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BRIGGS, CURTIS, GRAHAM | I | SECRETARY AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BRIGGS, CURTIS, GRAHAM | I | DIRECTOR, SECRETARY AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BRIGGS, CURTIS, GRAHAM | I | DIRECTOR, SECRETARY AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Beaves, Sara | I | DIRECTOR | NA | Control |
| Beaves, Sara | I | DIRECTOR | NA | Control |
| Beaves, Sara | I | DIRECTOR | NA | Control |
| Beaves, Sara | I | DIRECTOR | NA | Control |
| Beaves, Sara | I | DIRECTOR | NA | Control |
| Beaves, Sara | I | DIRECTOR | NA | Control |
| Brown, Greta | I | DIRECTOR | NA | Control |
| Brown, Greta | I | DIRECTOR | NA | Control |
| Brown, Greta | I | DIRECTOR | NA | Control |
| Brown, Greta | I | DIRECTOR | NA | Control |
| FOLEY, AARON | I | VICE PRESIDENT | NA | Control |
| FOLEY, AARON, GARNER | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| FOLEY, AARON, GARNER | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| Fletcher, Zachary, Taylor | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| HERRERO BATEMAN, MARIA, ESTHER | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| HERRERO BATEMAN, MARIA, ESTHER | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| HERRERO BATEMAN, MARIA, ESTHER | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| HERRERO BATEMAN, MARIA, ESTHER | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| HERRERO BATEMAN, MARIA, ESTHER | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| HERRERO BATEMAN, MARIA, ESTHER | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| HERRERO BATEMAN, MARIA, ESTHER | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| HERRERO BATEMAN, MARIA, ESTHER | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| HERRERO BATEMAN, MARIA, ESTHER | I | DIRECTOR, PRESIDENT AND TREASURER | NA | Control |
| Hanno, Kendall, Claire | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY | NA | Control |
| Hanno, Kendall, Claire | I | DIRECTOR, VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY | NA | Control |
| Hanno, Kendall, Claire | I | DIRECTOR, VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY | NA | Control |
| Hanno, Kendall, Claire | I | DIRECTOR, VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY | NA | Control |
| Hanno, Kendall, Claire | I | DIRECTOR, VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY | NA | Control |
| Hanno, Kendall, Claire | I | DIRECTOR, VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY | NA | Control |
| Hanno, Kendall, Claire | I | DIRECTOR, VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY | NA | Control |
| Hanno, Kendall, Claire | I | DIRECTOR, VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY | NA | Control |
| Hanno, Kendall, Claire | I | DIRECTOR, VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY | NA | Control |
| Hanno, Kendall, Claire | I | DIRECTOR, VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY | NA | Control |
| Hanno, Kendall, Claire | I | DIRECTOR, VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY | NA | Control |
| Herbster, Emily, Marie | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, AND SECRETARY | NA | Control |
| Herbster, Emily, Marie | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR, AND SECRETARY | NA | Control |
| Herbster, Emily, Marie | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY | NA | Control |
| METZGER, STEVEN, DOUGLAS | I | DIRECTOR, SECRETARY AND CHIEF COMPLIANCE OFFICER | NA | Control |
| METZGER, STEVEN, DOUGLAS | I | DIRECTOR, SECRETARY AND CHIEF COMPLIANCE OFFICER | NA | Control |
| METZGER, STEVEN, DOUGLAS | I | DIRECTOR, SECRETARY AND CHIEF COMPLIANCE OFFICER | NA | Control |
| METZGER, STEVEN, DOUGLAS | I | DIRECTOR, SECRETARY AND CHIEF COMPLIANCE OFFICER | NA | Control |
| METZGER, STEVEN, DOUGLAS | I | DIRECTOR, SECRETARY AND CHIEF COMPLIANCE OFFICER | NA | Control |
| METZGER, STEVEN, DOUGLAS | I | DIRECTOR, SECRETARY AND CHIEF COMPLIANCE OFFICER | NA | Control |
| METZGER, STEVEN, DOUGLAS | I | DIRECTOR, SECRETARY AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SPILDE, LORI E | I | VICE-PRESIDENT, CHIEF COMPLIANCE OFFICER, AND SECRETARY | NA | Control |
| SZAFRAN, STANLEY, R | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, R | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| SZAFRAN, STANLEY, RAY | I | DIRECTOR AND VICE PRESIDENT | NA | Control |
| Tunstall, Randall | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| Tunstall, Randall | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| Tunstall, Randall | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| Tunstall, Randall | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| Tunstall, Randall | I | CHIEF INFORMATION SECURITY OFFICER | NA | Control |
| Wang, Shirley, Li | I | DIRECTOR | NA | Control |
| Wang, Shirley, Li | I | DIRECTOR | NA | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SUB | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SCI FUNERAL SERVICES, LLC | DE | SHAREHOLDER | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
| SERVICE CORPORATION INTERNATIONAL | DE | SCI FUNERAL SERVICES, LLC | E | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (1)
TX
Address
1929 ALLEN PARKWAYHOUSTON, TX 77019
United States
Phone: (713) 525-7607