Data / Investment advisers / Texas / Trust Advisors, Inc.
Trust Advisors, Inc., Houston, TX: $7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Trust Advisors, Inc. is an SEC registered investment adviser with its main office in Houston, Texas and reports $7 billion in regulatory assets under management in its Form ADV filed October 19, 2026. Its clients include pooled investment vehicles and banks and thrifts. It is paid through a percentage of assets under management. It advises 7 private funds.
The request: Watch Trust Advisors, Inc. (CRD number 157508): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 157508
- SEC file number
- 801-72355
- SEC status
- Approved, effective May 25, 2011
- Main office
- 1929 Allen Parkway, Houston, TX 77019
- Phone
- (713) 525-7607
- Regulatory AUM
- $6,965,968,409 in the Form ADV filed October 19, 2026
- Non discretionary AUM
- $6,965,968,409
- Accounts
- 1,590
- Employees
- 76, of which 1 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Private funds
- 7: 7 other private funds
- Gross assets of private funds
- $6,764,714,145
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 19, 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 |
|---|---|---|
| Pooled investment vehicles | 7 | $6.76 billion |
| Banking or thrift institutions | 5 | $201.3 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 | $6.97 billion | March 26, 2026 |
| December 1, 2025 | $6.08 billion | March 26, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Crossmark Global Investments, Inc. | Houston | $8.98 billion | Not listed | adviserinfo.sec.gov |
| Ogam, LP | Houston | $8.69 billion | 4 | adviserinfo.sec.gov |
| Wincoram Asset Management LLC | Houston | $8.19 billion | 1 | adviserinfo.sec.gov |
| 59 North Capital Management, LP | Houston | $7.50 billion | 1 | adviserinfo.sec.gov |
| Five Point Infrastructure LLC | Houston | $7.05 billion | 12 | adviserinfo.sec.gov |
| Ara Partners | Houston | $6.79 billion | 41 | adviserinfo.sec.gov |
| Linscomb Wealth, Inc. | Houston | $5.21 billion | Not listed | adviserinfo.sec.gov |
| Hines Capital Advisors LLC | Houston | $5.15 billion | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving banks and thrifts
- Advisers that manage private funds
- Trust Advisors, Inc. 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.