Trident Advisors Inc
● SEC registered since 2025CRD 108920SEC# 801-131929Doylestown, PA
Reg. AUM
$116.9M
Employees
3
Accounts
226
Location
Doylestown, PA
Trident Advisors Inc assets under management
Trident Advisors Inc is an SEC-registered investment adviser based in Doylestown, PA. The firm has been registered since 2025. It reports $116.9 million in regulatory assets under management and employs 3 people.
Trident Advisors Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Crawford Paul Control | President/Ceo/Chief Compliance Officer | Over 75% | 1999 |
Frequently asked questions
How much does Trident Advisors Inc manage?
Trident Advisors Inc reports $116.9 million in regulatory assets under management on its Form ADV.
How many employees does Trident Advisors Inc have?
Trident Advisors Inc reports 3 employees.
Where is Trident Advisors Inc located?
Trident Advisors Inc is based in Doylestown, PA and has been SEC-registered since 2025.
Does Trident Advisors Inc disclose fund performance?
Trident Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 76 East State St., Doylestown, PA 18901 |
| Phone | 215-489-5383 |
| Fax | 215-489-5396 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.9M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$116.9Mregulatory AUM
Discretionary $110.1MNon-discretionary $6.8M