RIA Intel›Advisers›Pennsylvania›TRIDENT ADVISORS INC

TRIDENT ADVISORS INC

Advisory

DOYLESTOWN, PA

Data as of Jan 8, 2026 · Source: SEC Form ADV

Total AUM

$100M

1-Year AUM Growth

-51.7%

3-Year CAGR

-29.1%

Employees

2

Assets Under Management

Total AUM$100M

Discretionary AUM$94M

Non-Discretionary AUM$6M

Discretionary %94%

Total Clients131

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record10

First FilingMar 28, 2001

Latest FilingJan 8, 2026

🔒 Full AUM trend chart and 10 historical filings spanning 25+ 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 TRIDENT ADVISORS INC

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