Investment adviser · CRD 25803

TRIAD ADVISORS, LLC

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Jul 3, 2024

Regulatory AUM: $1.11B
Client accounts: 4,228
Employees: 2,530
Advisory professionals: 89

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	2,820	$532,416,582	48.1%
High-net-worth individuals	239	$513,428,025	46.4%
Retirement plans	162	$45,774,316	4.1%
Corporations & businesses	26	$14,579,855	1.3%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 1877646 · Jul 3, 2024 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 3, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2300 WINDY RIDGE PARKWAY, SUITE 750
ATLANTA, GA, 30339, United States

CRD 25803

Filing source

Form ADV 1877646 · Jul 3, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.