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- Custodian
- First Clearing · State Street · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-26-1999
- Office Locations
- 1
Office Locations
About Trident Advisors INC
Trident Advisors Inc (Doylestown, PA) is an independent RIA focused on long-term, active portfolio construction and asset allocation for retail and institutional clients. The firm pairs financial planning with retirement-plan and insurance guidance, using ETFs alongside fixed income and mutual funds in client portfolios. Led by CEO/CCO Joseph Crawford Paul; custodians include State Street and First Clearing.
Reported data analysis
What the numbers show
Between November 17, 2025 and January 15, 2026, reported AUM increased 16.8%, from $100.1M to $116.9M.
Of the latest reported AUM, 94.1% is discretionary and 5.9% is non-discretionary.
The firm reports 1 advisory representatives and 225 clients, or 225 clients per representative. That equates to $519.7K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on January 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JOSEPH CRAWFORD PAUL
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #718203
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,092,941 | $491,486 |
| Non-Discretionary | $6,849,947 | $3,424,974 |
| Total | $116,942,888 | $517,446 |
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Separately Managed Accounts
SMA allocation detail is available
Trident Advisors INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.