Data / Investment advisers / Missouri / Terril & Company
Terril & Company, Saint Louis, MO: $988 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Terril & Company is an SEC registered investment adviser with its main office in Saint Louis, Missouri and reports $988 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Terril & Company (CRD number 110422): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 110422
- SEC file number
- 801-15619
- SEC status
- Approved, effective November 12, 1980
- Legal name
- Terril Brothers Inc
- Main office
- 6 City Place Drive Suite 1050, Saint Louis, MO 63141
- Phone
- (314) 965-0344
- Website
- terrilandcompany.com
- Regulatory AUM
- $987,811,544 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $987,811,544
- Accounts
- 1,140
- Employees
- 16, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 214 | $814.7 million |
| Individuals (other than high net worth individuals) | 257 | $71.3 million |
| Pension and profit sharing plans | 8 | $49.2 million |
| Charitable organizations | 3 | $39.9 million |
| Corporations or other businesses | 6 | $12.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $987.8 million | March 30, 2026 |
| December 1, 2025 | $864.1 million | March 20, 2025 |
Other advisers in Saint Louis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Plancorp, LLC | Saint Louis | $10.63 billion | Not listed | adviserinfo.sec.gov |
| Confluence Investment Management LLC | Saint Louis | $6.72 billion | Not listed | adviserinfo.sec.gov |
| Larson Financial Group, LLC | Saint Louis | $5.48 billion | Not listed | adviserinfo.sec.gov |
| Conway Investment Solutions | Saint Louis | $1.67 billion | 6 | adviserinfo.sec.gov |
| Alpine Private Wealth | Saint Louis | $1.45 billion | Not listed | adviserinfo.sec.gov |
| Tbg-Bedford Group LLC | Saint Louis | $758.1 million | Not listed | adviserinfo.sec.gov |
| 25 Financial | Saint Louis | $545 million | Not listed | adviserinfo.sec.gov |
| Fefa Financial | Saint Louis | $435.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Saint Louis, MO
- Investment advisers in Missouri
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Terril & Company on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.