The firm advises 7 private funds.
Trust Advisors reports 12 clients. They include 7 pooled investment vehicles and 5 banking or thrift institutions. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $6.97B across 1,590 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Banking or thrift institutions | 42% | 3% |
| Pooled investment vehicles | 58% | 97% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 5 | $201M | 2.9% | $40.3M |
| Pooled investment vehicles | 7 | $6.76B | 97.1% | $966M |
| Total | 12 | $6.97B | 100% | $580M |
- Clients
- 5
- Regulatory AUM
- $201M
- AUM share
- 2.9%
- Avg. per client
- $40.3M
- Clients
- 7
- Regulatory AUM
- $6.76B
- AUM share
- 97.1%
- Avg. per client
- $966M
Total
- Clients
- 12
- Regulatory AUM
- $6.97B
- AUM share
- 100%
- Avg. per client
- $580M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 7
Trust Advisors is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Sci Funeral Services, LLC owns 75% or more of Trust Advisors and is in turn owned by Service Corporation International (75% or more). The leadership team of Trust Advisors includes President Maria Bateman and Chief Compliance Officer Kimber Watson. It has 76 employees, 1 of them in advisory roles.
Leadership
- Maria BatemanDirector, President and Treasurer
- Stanley SzafranDirector and Vice President
- Kimber WatsonChief Compliance Officer
- Sara BeavesDirector
- Zachary FletcherDirector and Chief Information Security Officer
- Shirley WangDirector
Staff
- 76 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Trust Advisors, Inc.
Sci Funeral Services, LLC
Control person · since April 2011
- Owns 75% or more of Sci Funeral Services, LLC
Service Corporation International
Control person · since April 2011
Trust Advisors’ regulatory assets grew from $5.01B (March 2021) to $6.97B (March 2026); clients were 12 in both filings and employees fell from 80 to 76.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $6.97B | 12 | 76 | 2 |
| March 2025 | $6.08B | 12 | 76 | 2 |
| March 2024 | $5.5B | 12 | 83 | 2 |
| May 2023 | $4.84B | 11 | 78 | 2 |
| March 2022 | $5.62B | 11 | 78 | 2 |
| March 2021 | $5.01B | 12 | 80 | 2 |
Besides its headquarters, Trust Advisors has 1 office (1 private residence, listed without an address), with 1 listed address in Texas.
Texas · 1 listed address
- 1929 Allen Parkway, HoustonHQ
Contact and registration details
- Legal name
- Trust Advisors, Inc.
- Headquarters
- 1929 Allen Parkway, Houston, TX 77019
- Website
- Not reported
- Phone
- 713-525-7607
- SEC file
- 801-72355
- Structure
- Delaware corporation
- Fiscal year end
- December
Trust Advisors uses Truist Bank ($125M, 84%) and Regions Bank ($23.9M, 16%) as custodians for its separately managed accounts. Trust Advisors does not have custody of client assets.
- Regions BankRegions Bank · Birmingham, AL · $23.9M16%
- Truist BankTruist Bank · Atlanta, GA · $125M84%
At year end, Trust Advisors’ separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
How many clients does Trust Advisors have?
Trust Advisors has 12 clients and manages $6.97 billion for them, as of March 2026. They include 7 pooled investment vehicles and 5 banking or thrift institutions.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026
Which custodians does Trust Advisors use?
Trust Advisors’ separately managed account assets are held at Truist Bank (Atlanta, GA), with $125M and Regions Bank (Birmingham, AL), with $23.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026
How many financial advisors does Trust Advisors have?
Trust Advisors has 1 investment adviser representative registered with state securities authorities, out of 76 employees, and 1 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 Trust Advisors invest in?
At the end of its last fiscal year, Trust Advisors’ separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs). It advises 7 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Trust Advisors?
Trust Advisors is owned through a holding company by Service Corporation International. Its direct owner is Sci Funeral Services, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026
How does Trust Advisors get paid?
Trust Advisors is paid through a percentage of assets under management. 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
How do I contact Trust Advisors?
Trust Advisors’ main office is at 1929 Allen Parkway, Houston, TX 77019. Its phone number is 713-525-7607.