SourcingSourcing

TRIDENT ADVISORS INC

A80
CRD 108920·SEC 801-131929·DOYLESTOWN, PA
AUM
$116.9M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$351K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRIDENT ADVISORS INC
CRD
108920
SEC file #
801-131929
EIN
—
DBA names
—

Economics

AUM
$116.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$100.1M → $116.9M▲ +17%
Client mix
Individuals Other196
Individuals High Net Worth28
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
2 advisors → 1 advisors▼ -50%
Primary office
DOYLESTOWN PA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/15/2026
ADV-W filed at
—
Website
tridentadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PAUL, JOSEPH, CRAWFORD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PAUL, JOSEPH, CRAWFORD
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.111
Web Signal Quality
ok
Wayback Last Material Change
2026-03-08T09:43:24.000Z
Wayback Snapshot Count
97
Wayback Snapshots Last 12mo
1
Wayback First Snapshot
2001-02-17T18:36:57.000Z
Wayback Last Snapshot
2026-03-08T09:43:24.000Z
Rdap Domain
TRIDENTADVISORS.COM
Rdap Domain Creation Date
1999-05-25T18:07:47Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4332
Soi Zip Pct 200k Plus
0.2038
Soi Zip Returns 200k Plus
2,930
Soi Zip Total AGI
2,382,483
Fdic Zip Total Deposits
68,998,362,000
Fdic Zip Branch Count
823
Fdic Zip Top Banks
Bank of America, National Association
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Wells Fargo4
E*trade4
Fdic Zip Branches Raw
Meridian BankDoylestown, PA
Germantown Savings BankNew Britain Township, PA
Fdic Zip HHI
446.98
Fdic Zip Top Bank Share Pct
10.8
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-05-25T18:08:25Z
Rdap Domain Last Changed
2026-03-26T06:22:01Z
Rdap Nameservers
Ns1.pil.netNs2.pil.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,216
Returns3,040
Stub 2
AGI76,842
Returns2,050
Stub 3
AGI108,433
Returns1,740
Soi Zip Total Business Income
85,731
Soi Zip Total Cap Gains
259,737
Soi Zip Total Dividends
80,125
Soi Zip Total Returns
14,380
Top Owner CRD
718203
Trust Company Affiliate
No
Wayback Avg Days Between Changes
397.8
Wayback Distinct Digest Count
24

People (1)

1
PAUL, JOSEPH, CRAWFORD
IAR · Direct Owner · 87.5%
718203