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TERRIL & COMPANY

SAINT LOUIS, MO · CRD 110422 · IAPD ↗ · terrilandcompany.com · 314-965-0344

$987.8MRegulatory AUM
6Advisory reps
16Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2025 — TERRIL & COMPANY shrank from 12 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
April 2024 — TERRIL & COMPANY notice-filed in CA, IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2024 — TERRIL & COMPANY grew from 5 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.