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- Custodian
- Betterment ยท Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-18-2009
- Office Locations
- 1
Office Locations
About TRI-Star Advisors, Inc.
Tri-Star Advisors, Inc. is a Houston-based SEC-registered investment adviser providing financial planning and portfolio management, including asset allocation, insurance and business-succession planning. The firm serves individuals and business owners/entrepreneurs and builds portfolios that skew to fixed income (U.S. government, municipal, and investment-grade corporate bonds) alongside ETFs and mutual funds, with access via platforms such as Betterment Securities and Hilltop Securities.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM THOMAS PAYNE
President
- CRD
- #2294559
- Ownership
- 50% but less than 75%
JON CARTER VAUGHAN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2449905
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,921,342 | $430,101 |
| Non-Discretionary | $0 | -- |
| Total | $67,921,342 | $430,101 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q3 2023
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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