Sara Beaves is a control person of Trust Advisors and directly owns under 5% of it.
Trust Advisors is an investment adviser based in Houston, TX, registered with the SEC since 2011. Its clients include pooled investment vehicles and banking or thrift institutions. Its regulatory assets under management total $6.97 billion, as filed on 26 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7357031
- Firm
- Trust Advisors · CRD 157508
- Role
- Director
- In role since
- May 2017 · 9 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Houston, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Sara Beaves work?
Sara Beaves has been Director of Trust Advisors, Inc. since May 2017, and is a control person of the firm.
How can I verify Sara Beaves’ record?
Sara Beaves’ role is listed on Trust Advisors, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 157508.