Trust & Investmentadvisers Inc (Indianapolis)

Trust & Investmentadvisers Inc is a large advisory firm based in Indianapolis. It manages $137.04 million of regulatory assets for 412 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Indiana.

Trust & Investmentadvisers provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trust & Investmentadvisers: assets under management

The assets under management (AUM) of Trust & Investmentadvisers Inc is $137.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $137.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $332.63 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trust & Investmentadvisers Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Trust & Investmentadvisers Inc

Larry Keith Pitts has been acting as President since 1 Jul 1987. Jessica Elizabeth Carson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Larry Keith Pitts	President	1 Jul 1987	75% - 100%	1444855
George Michael Prugh	Vice president	1 Apr 1992	Other	1689496
Christopher Anthony Ryker	Vice president	1 Sep 1992	Other	4346911
Gregory Lee Pawlowski	Executive vice president	1 Nov 1995	Other	4346905
Dawn Morley	Senior vice president	1 Oct 1998	Other	2378498
Jessica Elizabeth Carson	Chief compliance officer	1 Sep 2004	Other	4874448

Based in Indianapolis

The principal office where Trust & Investmentadvisers Inc performs its advisory services is located at 8440 Woodfield Crossing Blvd., Indianapolis, IN 46240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.