Trisperity Advisors, LLC
● SEC registered since 2018CRD 142438SEC# 801-113723Katy, TX
Reg. AUM
$335.2M
Employees
2
Accounts
825
Location
Katy, TX
Trisperity Advisors, LLC assets under management
Trisperity Advisors, LLC operates as an SEC-registered investment adviser based in Katy, TX. The firm has been registered since 2018. It reports $335.2 million in regulatory assets under management and employs 2 people.
Trisperity Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Scott Narum Control | Principal/Owner, Cco | Over 75% | 2006 |
| Jeffrey Michael McCulloch | Financial Advisor | 5-10% | 2023 |
Frequently asked questions
How much does Trisperity Advisors, LLC manage?
Trisperity Advisors, LLC reports $335.2 million in regulatory assets under management on its Form ADV.
How many employees does Trisperity Advisors, LLC have?
Trisperity Advisors, LLC reports 2 employees.
Where is Trisperity Advisors, LLC located?
Trisperity Advisors, LLC is based in Katy, TX and has been SEC-registered since 2018.
Does Trisperity Advisors, LLC disclose fund performance?
Trisperity Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 22202 Highland Knolls Drive, Katy, TX 77450 |
| Phone | 281-395-1021 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1730436 |
| Discloses disciplinary history | No |
Regulatory AUM
$335.2M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$335.2Mregulatory AUM
Discretionary $333.3MNon-discretionary $1.9M