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- Custodian
- Fidelity/NFS · Prudential · RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2020
- Office Locations
- 3
Office Locations
About Trust Investment Advisors
Trust Investment Advisors is an Indianapolis-based RIA providing financial planning and discretionary portfolio management for individuals and business owners. Portfolios are built around agreed risk parameters using asset allocation and customized construction of individual securities, often implemented with ETFs. An internal Investment Committee monitors portfolios daily and adjusts holdings, with review meetings as frequently as clients want.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
BURTON PETER STREET
Investment Advisor, Owner
- CRD
- --
- Ownership
- 75% or more
SUSAN ELAINE MITCHELL
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAMES RONALD DELAY
Director of Business Development
- CRD
- #6112727
LOUIS PAUL LUKAC
Chief Investment Officer, Managing Member
- CRD
- #1898653
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,933,754 | $630,432 |
| Non-Discretionary | $0 | -- |
| Total | $238,933,754 | $630,432 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| 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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