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TERRELL ADVISORS, LLC

Advisory

WINDSOR HEIGHTS, IA

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account
$309K
across 22 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$7M
Discretionary %
58.8%
Clients
9
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$4M
Non-Discretionary AUM$3M
Discretionary %58.8%
Total Clients9
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IA

Closest by assets under management. All figures from Form ADV.

ALPHABIT INVESTMENTS, LLC
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WOODLANDS CAPITAL MANAGEMENT, LLC
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INVESTAMERICA L&C MANAGEMENT II, INC
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+168.1% 1Y
SIMPLIFIED PLANNING AND INVESTMENTS LLC
JOHNSTON, IA
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R&V PERSONAL FINANCE, LLC
$9M
3G CAPITAL LLC
URBANDALE, IA
$5M

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