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TRILLIUM SQUARE ADVISORS LLC

Advisory

NC

Data as of Jul 17, 2026 · Source: SEC Form ADV

Rank in NC
#514
of 516 advisers by AUM
Average account
$849K
across 61 accounts
AUM per adviser
$26M
2 advisers

Source: SEC Form ADV. Figures as filed Jul 17, 2026.

Total AUM
$52M
Discretionary %
84.7%
Clients
63
Employees
5

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$52M
Discretionary AUM$44M
Non-Discretionary AUM$8M
Discretionary %84.7%
Total Clients63
Team
Total Employees5
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

R.M. LONG INVESTMENT ADVISORY, INC.
WILMINGTON, NC
$52M
+2.9% 1Y
NORTHSTAR CAPITAL ADVISORS LLC
$52M
KOURY CAPITAL MANAGEMENT, LLC
$52M
+3.3% 1Y
NEXT WORLD ASSETS LLC
$52M
RUSHWALD, MARK STEVEN
$52M
-8.3% 1Y
GOLDFARB WEALTH ADVISORS, LLC
$52M

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