RIA Intel›Advisers›Florida›TRG ADVISORS, INC.

TRG ADVISORS, INC.

Advisory

N·LAKEWOOD RANCH, FL

Data as of Mar 27, 2024 · Source: SEC Form ADV

Total AUM

$548M

1-Year AUM Growth

+32.6%

3-Year CAGR

+12.2%

Employees

3

Assets Under Management

Total AUM$548M

Discretionary AUM$101M

Non-Discretionary AUM$447M

Discretionary %18.4%

Total Clients106

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record11

First FilingJul 2, 2018

Latest FilingMar 27, 2024

🔒 Full AUM trend chart and 11 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRG ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.