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TRM ADVISORS LP

SOUTHFIELD, MI · CRD 321278 · IAPD ↗ · trmequity.com · 800-817-4152

$159.8MRegulatory AUM
9Advisory reps
9Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — TRM ADVISORS LP reported RAUM down 45% ($292.6M -> $159.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2025 — TRM ADVISORS LP grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2025 — TRM ADVISORS LP reported RAUM up 76% ($166.0M -> $292.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2024 — TRM ADVISORS LP (SOUTHFIELD, MI) is newly SEC-registered with $166.0M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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