TRIAD ADVISORS, LLC
CRD #25803 SEC #801-55518 ATLANTA, GA 800-720-4003
SEC Registered Broker-Dealer Disclosures
Total AUM
$1.1B
Discretionary
$695M
Employees
2,530
Clients
51
Accounts
4,228
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $1.1B | $695M | $411.2M | 2,530 | 156 |
| Mar 2024 | $1.1B | $695M | $411.2M | 2,530 | 156 |
| Feb 2024 | $2.2B | $1.1B | $1.2B | 1,629 | 2,199 |
| Feb 2024 | $2.2B | $1.1B | $1.2B | 1,629 | 2,199 |
| Jan 2024 | $2.2B | $1.1B | $1.2B | 1,629 | 2,199 |
| Nov 2023 | $2.2B | $1.1B | $1.2B | 1,629 | 2,199 |
| Nov 2023 | $2.2B | $1.1B | $1.2B | 1,629 | 2,199 |
| Oct 2023 | $2.2B | $1.1B | $1.2B | 1,629 | 2,199 |
| Sep 2023 | $2.2B | $1.1B | $1.2B | 1,629 | 2,199 |
| Aug 2023 | $2.2B | $1.1B | $1.2B | 1,629 | 2,199 |
| Aug 2023 | $2.2B | $1.1B | $1.2B | 1,629 | 2,199 |
| Jul 2023 | $2.2B | $1.1B | $1.2B | 1,629 | 2,199 |
| Jul 2023 | $2.2B | $1.1B | $1.2B | 1,629 | 2,199 |
| May 2023 | $2.2B | $1.1B | $1.2B | 1,629 | 2,199 |
| Apr 2023 | $2.2B | $1.1B | $1.2B | 1,629 | 2,199 |
| Mar 2023 | $2.2B | $1.1B | $1.2B | 1,629 | 2,199 |
| Mar 2023 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| Mar 2023 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| Mar 2023 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| Feb 2023 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| Jan 2023 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| Dec 2022 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| Nov 2022 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| Oct 2022 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| Sep 2022 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| Jul 2022 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| Jun 2022 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| May 2022 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| May 2022 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| Apr 2022 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| Mar 2022 | $2.4B | $1.1B | $1.2B | 2,036 | 590 |
| Jan 2022 | $1.2B | $526.3M | $659.5M | 180 | 15 |
| Dec 2021 | $1.2B | $526.3M | $659.5M | 180 | 15 |
| Oct 2021 | $1.2B | $526.3M | $659.5M | 180 | 15 |
| Sep 2021 | $1.2B | $526.3M | $659.5M | 180 | 15 |
| Sep 2021 | $1.2B | $526.3M | $659.5M | 180 | 15 |
| Aug 2021 | $1.2B | $526.3M | $659.5M | 180 | 15 |
| Jul 2021 | $1.2B | $526.3M | $659.5M | 180 | 15 |
| Jun 2021 | $1.2B | $526.3M | $659.5M | 180 | 15 |
| Jun 2021 | $1.2B | $526.3M | $659.5M | 180 | 15 |
| May 2021 | $1.2B | $526.3M | $659.5M | 180 | 15 |
| Apr 2021 | $1.2B | $526.3M | $659.5M | 180 | 15 |
| Mar 2021 | $1.2B | $526.3M | $659.5M | 180 | 15 |
| Mar 2021 | $1.3B | $753.6M | $521.2M | 167 | 15 |
| Jan 2021 | $1.3B | $753.6M | $521.2M | 167 | 15 |
| Dec 2020 | $1.3B | $753.6M | $521.2M | 167 | 15 |
| Dec 2020 | $1.3B | $753.6M | $521.2M | 167 | 15 |
| Oct 2020 | $1.3B | $753.6M | $521.2M | 167 | 15 |
| Aug 2020 | $1.3B | $753.6M | $521.2M | 167 | 15 |
| Jun 2020 | $1.3B | $753.6M | $521.2M | 167 | 15 |
| Jun 2020 | $1.3B | $753.6M | $521.2M | 167 | 15 |
| Jun 2020 | $1.3B | $753.6M | $521.2M | 167 | 15 |
| Apr 2020 | $1.3B | $753.6M | $521.2M | 167 | 15 |
| Mar 2020 | $1.3B | $753.6M | $521.2M | 167 | 15 |
| Mar 2020 | $921M | $447.2M | $473.8M | 199 | 15 |
| Oct 2019 | $921M | $447.2M | $473.8M | 199 | 15 |
| Jul 2019 | $921M | $447.2M | $473.8M | 199 | 15 |
| May 2019 | $921M | $447.2M | $473.8M | 199 | 15 |
| Mar 2019 | $921M | $447.2M | $473.8M | 199 | 15 |
| Jan 2019 | $808.2M | $366M | $442.2M | 208 | 10 |
| Oct 2018 | $808.2M | $366M | $442.2M | 208 | 10 |
| Sep 2018 | $808.2M | $366M | $442.2M | 208 | 10 |
| Apr 2018 | $808.2M | $366M | $442.2M | 208 | 10 |
| Apr 2018 | $808.2M | $366M | $442.2M | 208 | 10 |
| Jan 2018 | $808.2M | $366M | $442.2M | 208 | 10 |
| May 2017 | $724.3M | $327.4M | $396.9M | 180 | 3,800 |
| May 2017 | $724.3M | $327.4M | $396.9M | 180 | 3,800 |
| Mar 2017 | $724.3M | $327.4M | $396.9M | 180 | 3,800 |
| Oct 2016 | $689.2M | $244.9M | $444.3M | 210 | 3,500 |
| Apr 2016 | $621.3M | $245.7M | $375.6M | 210 | 3,500 |
| Mar 2016 | $621.3M | $245.7M | $375.6M | 210 | 3,500 |
| Feb 2016 | $1.3B | $411.9M | $933.4M | 180 | 3,500 |
| Aug 2015 | $1.3B | $411.9M | $933.4M | 180 | 3,500 |
| Mar 2015 | $1.3B | $411.9M | $933.4M | 180 | 3,500 |
| Mar 2015 | $1.2B | $218.9M | $938.8M | 180 | 3,000 |
| Mar 2015 | $1.2B | $218.9M | $938.8M | 180 | 3,000 |
| Aug 2014 | $1.2B | $218.9M | $938.8M | 180 | 3,000 |
| Jun 2014 | $1.2B | $218.9M | $938.8M | 180 | 3,000 |
| Mar 2014 | $1.2B | $218.9M | $938.8M | 180 | 3,000 |
| Mar 2013 | $793.6M | $140M | $653.6M | 148 | 2,800 |
| Oct 2012 | $640M | $110M | $530M | 51 | 2,200 |
| May 2012 | $640M | $110M | $530M | 51 | 2,200 |
| Mar 2012 | $640M | $110M | $530M | 51 | 2,200 |
| Dec 2011 | $583.2M | $0 | $583.2M | 51 | 1,000 |
| Mar 2011 | $504.1M | $0 | $504.1M | 51 | -- |
| Mar 2007 | $152.1M | $0 | $152.1M | -- | -- |
| Jan 2007 | $79.9M | $0 | $79.9M | -- | -- |
| Nov 2006 | $79.9M | $0 | $79.9M | -- | -- |
| Mar 2004 | $45M | $0 | $45M | -- | -- |
| Oct 2003 | $24M | $0 | $24M | -- | -- |
| May 2002 | $30M | $0 | $30M | -- | -- |
| May 2002 | $30M | $0 | $30M | -- | -- |
| Apr 2002 | $30M | $0 | $30M | -- | -- |
| Mar 2002 | $30M | $0 | $30M | -- | -- |
| Mar 2002 | $30M | $0 | $30M | -- | -- |
| Nov 2001 | $20M | $0 | $20M | -- | -- |
| Nov 2001 | $20M | $0 | $20M | -- | -- |
| Oct 2001 | $20M | $0 | $20M | -- | -- |
| Oct 2001 | $20M | $0 | $20M | -- | -- |
| Oct 2001 | $20M | $0 | $20M | -- | -- |
| Oct 2001 | $20M | $0 | $20M | -- | -- |
| Sep 2001 | $20M | $0 | $20M | -- | -- |
| Sep 2001 | $20M | $0 | $20M | -- | -- |
| Jul 2001 | $20M | $0 | $20M | -- | -- |
| May 2001 | $20M | $0 | $20M | -- | -- |
DateJul 2024
Total AUM$1.1B
Discretionary$695M
Non-Disc.$411.2M
Employees2,530
Clients156
DateMar 2024
Total AUM$1.1B
Discretionary$695M
Non-Disc.$411.2M
Employees2,530
Clients156
DateFeb 2024
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.2B
Employees1,629
Clients2,199
DateFeb 2024
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.2B
Employees1,629
Clients2,199
DateJan 2024
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.2B
Employees1,629
Clients2,199
DateNov 2023
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.2B
Employees1,629
Clients2,199
DateNov 2023
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.2B
Employees1,629
Clients2,199
DateOct 2023
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.2B
Employees1,629
Clients2,199
DateSep 2023
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.2B
Employees1,629
Clients2,199
DateAug 2023
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.2B
Employees1,629
Clients2,199
DateAug 2023
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.2B
Employees1,629
Clients2,199
DateJul 2023
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.2B
Employees1,629
Clients2,199
DateJul 2023
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.2B
Employees1,629
Clients2,199
DateMay 2023
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.2B
Employees1,629
Clients2,199
DateApr 2023
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.2B
Employees1,629
Clients2,199
DateMar 2023
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.2B
Employees1,629
Clients2,199
DateMar 2023
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateMar 2023
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateMar 2023
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateFeb 2023
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateJan 2023
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateDec 2022
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateNov 2022
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateOct 2022
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateSep 2022
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateJul 2022
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateJun 2022
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateMay 2022
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateMay 2022
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateApr 2022
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateMar 2022
Total AUM$2.4B
Discretionary$1.1B
Non-Disc.$1.2B
Employees2,036
Clients590
DateJan 2022
Total AUM$1.2B
Discretionary$526.3M
Non-Disc.$659.5M
Employees180
Clients15
DateDec 2021
Total AUM$1.2B
Discretionary$526.3M
Non-Disc.$659.5M
Employees180
Clients15
DateOct 2021
Total AUM$1.2B
Discretionary$526.3M
Non-Disc.$659.5M
Employees180
Clients15
DateSep 2021
Total AUM$1.2B
Discretionary$526.3M
Non-Disc.$659.5M
Employees180
Clients15
DateSep 2021
Total AUM$1.2B
Discretionary$526.3M
Non-Disc.$659.5M
Employees180
Clients15
DateAug 2021
Total AUM$1.2B
Discretionary$526.3M
Non-Disc.$659.5M
Employees180
Clients15
DateJul 2021
Total AUM$1.2B
Discretionary$526.3M
Non-Disc.$659.5M
Employees180
Clients15
DateJun 2021
Total AUM$1.2B
Discretionary$526.3M
Non-Disc.$659.5M
Employees180
Clients15
DateJun 2021
Total AUM$1.2B
Discretionary$526.3M
Non-Disc.$659.5M
Employees180
Clients15
DateMay 2021
Total AUM$1.2B
Discretionary$526.3M
Non-Disc.$659.5M
Employees180
Clients15
DateApr 2021
Total AUM$1.2B
Discretionary$526.3M
Non-Disc.$659.5M
Employees180
Clients15
DateMar 2021
Total AUM$1.2B
Discretionary$526.3M
Non-Disc.$659.5M
Employees180
Clients15
DateMar 2021
Total AUM$1.3B
Discretionary$753.6M
Non-Disc.$521.2M
Employees167
Clients15
DateJan 2021
Total AUM$1.3B
Discretionary$753.6M
Non-Disc.$521.2M
Employees167
Clients15
DateDec 2020
Total AUM$1.3B
Discretionary$753.6M
Non-Disc.$521.2M
Employees167
Clients15
DateDec 2020
Total AUM$1.3B
Discretionary$753.6M
Non-Disc.$521.2M
Employees167
Clients15
DateOct 2020
Total AUM$1.3B
Discretionary$753.6M
Non-Disc.$521.2M
Employees167
Clients15
DateAug 2020
Total AUM$1.3B
Discretionary$753.6M
Non-Disc.$521.2M
Employees167
Clients15
DateJun 2020
Total AUM$1.3B
Discretionary$753.6M
Non-Disc.$521.2M
Employees167
Clients15
DateJun 2020
Total AUM$1.3B
Discretionary$753.6M
Non-Disc.$521.2M
Employees167
Clients15
DateJun 2020
Total AUM$1.3B
Discretionary$753.6M
Non-Disc.$521.2M
Employees167
Clients15
DateApr 2020
Total AUM$1.3B
Discretionary$753.6M
Non-Disc.$521.2M
Employees167
Clients15
DateMar 2020
Total AUM$1.3B
Discretionary$753.6M
Non-Disc.$521.2M
Employees167
Clients15
DateMar 2020
Total AUM$921M
Discretionary$447.2M
Non-Disc.$473.8M
Employees199
Clients15
DateOct 2019
Total AUM$921M
Discretionary$447.2M
Non-Disc.$473.8M
Employees199
Clients15
DateJul 2019
Total AUM$921M
Discretionary$447.2M
Non-Disc.$473.8M
Employees199
Clients15
DateMay 2019
Total AUM$921M
Discretionary$447.2M
Non-Disc.$473.8M
Employees199
Clients15
DateMar 2019
Total AUM$921M
Discretionary$447.2M
Non-Disc.$473.8M
Employees199
Clients15
DateJan 2019
Total AUM$808.2M
Discretionary$366M
Non-Disc.$442.2M
Employees208
Clients10
DateOct 2018
Total AUM$808.2M
Discretionary$366M
Non-Disc.$442.2M
Employees208
Clients10
DateSep 2018
Total AUM$808.2M
Discretionary$366M
Non-Disc.$442.2M
Employees208
Clients10
DateApr 2018
Total AUM$808.2M
Discretionary$366M
Non-Disc.$442.2M
Employees208
Clients10
DateApr 2018
Total AUM$808.2M
Discretionary$366M
Non-Disc.$442.2M
Employees208
Clients10
DateJan 2018
Total AUM$808.2M
Discretionary$366M
Non-Disc.$442.2M
Employees208
Clients10
DateMay 2017
Total AUM$724.3M
Discretionary$327.4M
Non-Disc.$396.9M
Employees180
Clients3,800
DateMay 2017
Total AUM$724.3M
Discretionary$327.4M
Non-Disc.$396.9M
Employees180
Clients3,800
DateMar 2017
Total AUM$724.3M
Discretionary$327.4M
Non-Disc.$396.9M
Employees180
Clients3,800
DateOct 2016
Total AUM$689.2M
Discretionary$244.9M
Non-Disc.$444.3M
Employees210
Clients3,500
DateApr 2016
Total AUM$621.3M
Discretionary$245.7M
Non-Disc.$375.6M
Employees210
Clients3,500
DateMar 2016
Total AUM$621.3M
Discretionary$245.7M
Non-Disc.$375.6M
Employees210
Clients3,500
DateFeb 2016
Total AUM$1.3B
Discretionary$411.9M
Non-Disc.$933.4M
Employees180
Clients3,500
DateAug 2015
Total AUM$1.3B
Discretionary$411.9M
Non-Disc.$933.4M
Employees180
Clients3,500
DateMar 2015
Total AUM$1.3B
Discretionary$411.9M
Non-Disc.$933.4M
Employees180
Clients3,500
DateMar 2015
Total AUM$1.2B
Discretionary$218.9M
Non-Disc.$938.8M
Employees180
Clients3,000
DateMar 2015
Total AUM$1.2B
Discretionary$218.9M
Non-Disc.$938.8M
Employees180
Clients3,000
DateAug 2014
Total AUM$1.2B
Discretionary$218.9M
Non-Disc.$938.8M
Employees180
Clients3,000
DateJun 2014
Total AUM$1.2B
Discretionary$218.9M
Non-Disc.$938.8M
Employees180
Clients3,000
DateMar 2014
Total AUM$1.2B
Discretionary$218.9M
Non-Disc.$938.8M
Employees180
Clients3,000
DateMar 2013
Total AUM$793.6M
Discretionary$140M
Non-Disc.$653.6M
Employees148
Clients2,800
DateOct 2012
Total AUM$640M
Discretionary$110M
Non-Disc.$530M
Employees51
Clients2,200
DateMay 2012
Total AUM$640M
Discretionary$110M
Non-Disc.$530M
Employees51
Clients2,200
DateMar 2012
Total AUM$640M
Discretionary$110M
Non-Disc.$530M
Employees51
Clients2,200
DateDec 2011
Total AUM$583.2M
Discretionary$0
Non-Disc.$583.2M
Employees51
Clients1,000
DateMar 2011
Total AUM$504.1M
Discretionary$0
Non-Disc.$504.1M
Employees51
Clients--
DateMar 2007
Total AUM$152.1M
Discretionary$0
Non-Disc.$152.1M
Employees--
Clients--
DateJan 2007
Total AUM$79.9M
Discretionary$0
Non-Disc.$79.9M
Employees--
Clients--
DateNov 2006
Total AUM$79.9M
Discretionary$0
Non-Disc.$79.9M
Employees--
Clients--
DateMar 2004
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees--
Clients--
DateOct 2003
Total AUM$24M
Discretionary$0
Non-Disc.$24M
Employees--
Clients--
DateMay 2002
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees--
Clients--
DateMay 2002
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees--
Clients--
DateApr 2002
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees--
Clients--
DateMar 2002
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees--
Clients--
DateMar 2002
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees--
Clients--
DateNov 2001
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees--
Clients--
DateNov 2001
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees--
Clients--
DateOct 2001
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees--
Clients--
DateOct 2001
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees--
Clients--
DateOct 2001
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees--
Clients--
DateOct 2001
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees--
Clients--
DateSep 2001
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees--
Clients--
DateSep 2001
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees--
Clients--
DateJul 2001
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees--
Clients--
DateMay 2001
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees--
Clients--