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TRIO ADVISORS LONGVIEW LLC

Advisory

LONGVIEW, TX

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in TX

#2,024

of 2,813 advisers by AUM

Average account

$201K

across 136 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients62

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

62 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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