$335.2M Total AUM
$333.3M Disc. AUM
-- 3Y CAGR
2 Employees
264 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2007
- Office Locations
- 1
Office Locations
22202 Highland Knolls Drive Katy TX
About Trisperity Advisors, LLC
Trisperity Advisors is a Katy/West Houston RIA providing personal financial planning and discretionary investment management for individuals, families, and local business owners, with retirement and tax-aware planning. Portfolios are ETF-heavy per filings and custody includes Schwab. The firm highlights CFP expertise and has received the Five Star Wealth Manager Award for 2012–2025.
Team overview
53 AVG AGE
$167.6M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
14.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Investment Themes
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Technology
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Owner & Executives
C
CRAIG SCOTT NARUM
Chief Compliance Officer, Owner, Principal
- CRD
- #4475559
- Ownership
- 75% or more
Available
Available
Available
JEFFREY MICHAEL MCCULLOCH
Financial Advisor
- CRD
- #4988346
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $333,291,560 | $408,947 |
| Non-Discretionary | $1,881,357 | $188,136 |
| Total | $335,172,917 | $406,270 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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