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- Custodian
- US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-12-1980
- Office Locations
- 1
Office Locations
About Terril & Company
Terril & Company is an independent, fee-only RIA founded in 1979, serving high net worth individuals, trusts, and private/corporate retirement plans with highly personal wealth management. The firm emphasizes disciplined, conservative portfolio construction focused on long-term returns and downside protection—prioritizing what clients don’t lose in bad markets. Revenue comes solely from disclosed client fees, with no third-party compensation.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOHN JOSEPH TERRIL
President
- CRD
- #836624
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID LESLIE CARTER
Portfolio Manager
- CRD
- #1083770
WILLIAM O NEWBOLD
--
- CRD
- #1969058
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $987,811,544 | $866,501 |
| Non-Discretionary | $0 | -- |
| Total | $987,811,544 | $866,501 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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