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TRUST ADVISORS

INDIANAPOLIS, IN · CRD 299528 · IAPD ↗ · trustadvisors.com · 317-705-5700

$0Regulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — TRUST ADVISORS (INDIANAPOLIS, IN) left the SEC roster (was $0 RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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