Trumbower Financial Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Trumbower Financial Advisors reports 246 clients. They include 159 high-net-worth individuals and 87 individual clients. Of its assets, 16.6% ($330M across 15 accounts) are managed with discretion; $1.66B across 949 accounts are not. It advised 23 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 35% | 2% |
| High-net-worth individuals | 65% | 98% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 87 | $34.1M | 1.7% | $392K |
| High-net-worth individuals | 159 | $1.95B | 98.1% | $12.2M |
| Charitable organizations | Fewer than 5 | $3.83M | 0.2% | — |
| Total | 246 | $1.98B | 100% | — |
- Clients
- 87
- Regulatory AUM
- $34.1M
- AUM share
- 1.7%
- Avg. per client
- $392K
- Clients
- 159
- Regulatory AUM
- $1.95B
- AUM share
- 98.1%
- Avg. per client
- $12.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.83M
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 246
- Regulatory AUM
- $1.98B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 23
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Trumbower Financial Advisors charges 0.30%–1.00% a year for its Assets under proactive management. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly planning and advisory services
- Hourly rates from $295 to $775, by adviser experience, plus out-of-pocket expenses; subject to change.
Victoria Trumbower owns 75% or more of Trumbower Financial Advisors. The leadership team of Trumbower Financial Advisors includes Chief Compliance Officer Christina Bresnan. It has 11 employees, 8 of them in advisory roles.
Leadership
- Christina BresnanChief Compliance Officer
- Victoria TrumbowerManaging Member
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- Christina Lynn Bresnan
- Heath Allen Brewer
- Brad Christopher Neumann
- Michael Raymond Perhac
- Robert Jonathan Speece
- Victoria Martha Trumbower
Staff
- 11 employees
- 8 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Trumbower Financial Advisors LLC
Victoria Trumbower
Control person · since April 1996
Trumbower Financial Advisors’ regulatory assets grew from $1.35B (March 2021) to $1.98B (March 2026); clients rose from 217 to 246 and employees were 11 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.98B | 246 | 11 | 1 |
| March 2025 | $1.83B | 241 | 11 | 1 |
| March 2024 | $1.66B | 238 | 11 | 1 |
| June 2023 | $1.48B | 250 | 11 | 1 |
| March 2022 | $1.65B | 237 | 11 | 1 |
| March 2021 | $1.35B | 217 | 11 | 1 |
Besides its headquarters, Trumbower Financial Advisors has 0 offices, with 1 listed address in Maryland.
Maryland · 1 listed address
- 3 Bethesda Metro Center, Ste 340, BethesdaHQ
Contact and registration details
- Legal name
- Trumbower Financial Advisors LLC
- Headquarters
- 3 Bethesda Metro Center, Ste 340, Bethesda, MD 20814-5330
- Website
- Not reported
- Phone
- 301-215-8340
- SEC file
- 801-51817
- Structure
- Maryland LLC
- Fiscal year end
- December
Trumbower Financial Advisors uses Fidelity ($1.98B) as custodian for its separately managed accounts. Trumbower Financial Advisors does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $1.98B100%
At year end, Trumbower Financial Advisors’ separately managed accounts were mostly in funds (68%) and stocks (13%).
What the accounts hold
- Stocks13%
- Funds68%
- Bonds8%
- U.S. government and agency bonds4%
- State and local bonds4%
- Cash11%
How many clients does Trumbower Financial Advisors have?
Trumbower Financial Advisors has 246 clients and manages $1.98 billion for them, as of March 2026. They include 159 high-net-worth individuals and 87 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Trumbower Financial Advisors offer?
Trumbower Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Trumbower Financial Advisors charge?
Trumbower Financial Advisors charges 0.30%–1.00% a year for its Assets under proactive management. The fee is negotiable.
Source: TRUMBOWER FINANCIAL ADVISORS, LLC, filed 6 March 2026
Which custodians does Trumbower Financial Advisors use?
Trumbower Financial Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.98B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Trumbower Financial Advisors have?
Trumbower Financial Advisors has 6 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Trumbower Financial Advisors invest in?
At the end of its last fiscal year, Trumbower Financial Advisors’ separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 11% cash and equivalents, 4% U.S. government and agency bonds and 4% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Trumbower Financial Advisors?
Trumbower Financial Advisors’ direct owner is Victoria Trumbower (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Trumbower Financial Advisors get paid?
Trumbower Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Trumbower Financial Advisors registered with the SEC?
Yes, Trumbower Financial Advisors has been registered with the SEC as an investment adviser since 1 May 1996. Its CRD number is 107495 and its SEC file number is 801-51817.
Source: Form ADV Part 1A, Item 1, filed 6 March 2026; IAPD firm record
How do I contact Trumbower Financial Advisors?
Trumbower Financial Advisors’ main office is at 3 Bethesda Metro Center, Ste 340, Bethesda, MD 20814-5330. Its phone number is 301-215-8340.