Trg Investment Advisors, LLC
Trg Investment Advisors, LLC is an SEC-registered mass-market adviser in Brattleboro, VT with $167.1M assets under management (AUM, regulatory AUM), -85% over one year. See who owns Trg Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315629, SEC 801-122090, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $167.1M (2026-05-21)
- Firm type
- Mass-Market Adviser
- Location
- Brattleboro, VT
- Employees
- 6
- Clients
- 241
- CRD
- 315629
- Ownership
- RICHARDS INC.; RICHARDS, EDWARD, A; TAGGARD, BENJAMIN, WALKER; THE RICHARDS GROUP, INC.; SKYKNIGHT CAPITAL III GP, LLC
How much AUM does Trg Investment Advisors, LLC have?
Trg Investment Advisors, LLC reported $167.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Trg Investment Advisors, LLC?
Disclosed owners and executives of Trg Investment Advisors, LLC include RICHARDS INC., RICHARDS, EDWARD, A, TAGGARD, BENJAMIN, WALKER, THE RICHARDS GROUP, INC., SKYKNIGHT CAPITAL III GP, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.