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TROVE INVESTMENT ADVISORS LLC

DALLAS, TX · CRD 306904 · IAPD ↗ · troveadvisors.com · 469-655-0025

$387,586Regulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
September 2026 — TROVE INVESTMENT ADVISORS LLC (DALLAS, TX) left the SEC roster (was $387,586 RAUM, 1 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.