Trust Advisors LLC

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Assets, Funds, Holdings

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Trust Advisors LLC
CRD #299528
SEC #801-114402
CIK #0001766909, 0001332748, 0001597690, 0001172661, 0001766226, 0001640420, 0000842766
AUM
Employees 4 (50% Investors, 0% Brokers)
Phone317-705-5700
Address8801 River Crossing Blvd
Indianapolis, IN 46240
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
90072054036018002000200820172026
CIK Period
0001766909 0001332748 0001597690 0001172661 0001766226 0001640420 0000842766
Sector Form 13F Holdings Value ($M)
Bank of Nova Scotia 2.8
Royal Dutch Shell PLC 2.7
Citigroup Inc 2.6
Coca Cola Co 2.4
Deere & Co 2.3
3M Co 2.2
GE Vernova Inc 2.2
Okta Inc 2.2
Caterpillar Inc 2.1
Marvell Technology Inc 2.1
Archer Daniels Midland Co 2.1
Novartis AG 2.0
Applied Materials Inc /DE 1.8
HCP Inc 1.6
Digital Realty Trust Inc 1.2
Kinder Morgan Inc 1.2
National Grid PLC 1.1
Church & Dwight Co Inc /DE/ 1.1
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
EDGAR Form CIK 2011 - 2025
13F-HR [0000842766]
4 [0001332748]
13F-HR [0001597690]
13F-HR [0001640420]
13F-HR [0001766226]
13F-NT [0001766226]
13F-HR [0001766909]
Form 3/4/5 Subject 2011 - 2025
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