Trust Advisors, Inc.
● SEC registered since 2011CRD 157508SEC# 801-72355Houston, TX
Ranks #1,076 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$6.97B
Fund GAV
$6.76B
Private funds
7
Employees
76
Accounts
1,590
Location
Houston, TX
Trust Advisors, Inc. assets under management
Trust Advisors, Inc. is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2011. It reports $7 billion in regulatory assets under management and employs 76 people. Trust Advisors, Inc. manages 7 private funds with combined gross assets of $6.8 billion, including Heights Merchandise, L.L.C. By regulatory assets, it ranks 1,076 of 6,004 private fund managers.
Trust Advisors, Inc. private funds
7 funds · $6.76B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Heights Merchandise, L.L.C. | Other Private | $2.58B | — |
| Nola Total Return Perpetual Care, LLC | Other Private | $1.3B | — |
| Clearview Preneed, L.L.C. | Other Private | $1.08B | — |
| Millennium Growth Fund, LLC | Other Private | $722M | — |
| Trident Preneed, L.L.C. | Other Private | $605.5M | — |
| Allen Perpetual Care, L.L.C. | Other Private | $403.8M | — |
| Millennium Income Fund, LLC | Other Private | $78.3M | — |
Trust Advisors, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kimber Leigh Watson Control | Chief Compliance Officer | Under 5% | 2026 |
| Maria Esther Herrero Bateman Control | Director, President And Treasurer | Under 5% | 2014 |
| Sara Beaves Control | Director | Under 5% | 2017 |
| Sci Funeral Services, LLC Control | Shareholder | Over 75% | 2011 |
| Shirley Li Wang Control | Director | Under 5% | 2024 |
| Stanley Ray Szafran Control | Director And Vice President | Under 5% | 2014 |
| Zachary Taylor Fletcher Control | Director And Chief Information Security Officer | Under 5% | 2025 |
| Service Corporation International Control | Shareholder | Over 75% | 2011 |
Frequently asked questions
How much does Trust Advisors, Inc. manage?
Trust Advisors, Inc. reports $7 billion in regulatory assets under management on its Form ADV.
How many private funds does Trust Advisors, Inc. manage?
Trust Advisors, Inc. manages 7 private funds with combined gross assets of $6.8 billion.
How many employees does Trust Advisors, Inc. have?
Trust Advisors, Inc. reports 76 employees.
Where is Trust Advisors, Inc. located?
Trust Advisors, Inc. is based in Houston, TX and has been SEC-registered since 2011.
Does Trust Advisors, Inc. disclose fund performance?
Trust Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1929 Allen Parkway, Houston, TX 77019 |
| Phone | (713) 525-7607 |
| Fax | 1 (866) 593-9399 |
| Office hours | 9:00-5:00 Cst |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$6.97B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
AUM vs fund managersTop 18%
Larger than 82% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$6.97Bregulatory AUM
Discretionary $0Non-discretionary $6.97B
Service providers
Auditor
Custodian