SourcingSourcing

TRUIST ADVISORY SERVICES, INC.

C27
CRD 283390·SEC 801-107729·ATLANTA, GA
AUM
$77.39B
$1B+
Est. Revenue
$773.9M
@ 1% on AUM
Est. EBITDA
$232.2M
@ 30% margin
Est. Deal Value
$1.86B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUIST ADVISORY SERVICES, INC.
CRD
283390
SEC file #
801-107729
EIN
—
DBA names
—

Economics

AUM
$77.39B
AUM band
$1B+
AUM trajectory
'20'26
$22.68B → $77.39B▲ +241%
Client mix
Individuals Other93,619
Individuals High Net Worth32,526
Corporations2,186
Other743
Pension Profit Sharing Plans147

Operations

Employees (total)
2,461
Advisory staff (per ADV)
2,360
Advisory staff (5-yr trend)
'20'26
1,510 advisors → 2,360 advisors▲ +56%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
truist.com/wealth/tas-disclosure

Compliance

Disclosures (firm)
7
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TRUIST FINANCIAL CORPORATION
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
11
Control Persons
TRUIST FINANCIAL CORPORATION
CALLENDER, EVELYN, MICHELLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TRUIST.COM
Rdap Domain Creation Date
2000-02-28T07:08:41Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
32
Form 5500 Total Compensation
1,033,580
Form 5500 Compensation Trajectory 3y
2025982,306
202651,274
Form 5500 Plan Count Trajectory 3y
202530
20262
Schedule C Total Compensation
1,033,580
Schedule C Service Provider Rows
32

SEC EDGAR

Edgar Cik
0000092230
Edgar Registered
Yes
Edgar Filing Count
1,000
Edgar First Filing Date
2020-05-21
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
29
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0000092230-26-000059
Edgar Xbrl Assets Latest
Value Usd547,538,000,000
Fiscal Year End2025-12-31
Edgar Sic Description
National Commercial Banks
Edgar Former Names
BB&T CORP
SOUTHERN NATIONAL CORP /NC/

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
30
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Fidelity5
E*trade4
Edgar Addresses
Mailing
214 NORTH TRYON STREETCHARLOTTE, NC 28202
Business
214 NORTH TRYON STREETCHARLOTTE, NC 28202
Edgar EIN
560939887
Edgar Recent Filings
8-K2026-05-15 · 0001193125-26-226701
SCHEDULE 13G/A2026-05-14 · 0001562230-26-000078
Edgar Sic
6021
Fee Schedule
Bracket I62
Bracket Ix25
Bracket Iii4
Bracket Iv4
Bracket Ii2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-28T07:08:41Z
Rdap Domain Last Changed
2026-02-24T06:10:46Z
Rdap Nameservers
A1-33.akam.netA11-64.akam.netA14-65.akam.netA20-66.akam.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedServer Delete ProhibitedServer Transfer ProhibitedServer Update Prohibited
Trust Company Affiliate
No

People (59)

59
DUNN, JEFFREY, TODD
IAR · Executive Officer · 2.5%
4228631
CALLENDER, EVELYN, MICHELLE
Executive Officer · 2.5%
7591739
CENTENO, PATRICIA, REED
Executive Officer · 2.5%
2239528
CRAM, BRYAN, SCOTT
Executive Officer · 2.5%
2723431
DOWHOWER, BRIAN, SEAN
Executive Officer · 2.5%
4202574
LERNER, KEITH, JOSEPH
Executive Officer · 2.5%
2961603
MAVICO, CECILIA, BAUTE
Executive Officer · 2.5%
3261303
STEARSMAN, SCOTT, KENT
Executive Officer · 2.5%
4067766
TYSON, TONYA
Executive Officer · 2.5%
1987448
WEHINGER, LEAH, ROWE
Executive Officer · 2.5%
1719505
Camelia Pilar Gelabert Nunez
IAR
4060613
TONY PERRY
IAR
4395636
HOLLY ELIZABETH DUNCAN
IAR
4329937
TRAVERS BERNERT CLIBORNE
IAR
4581065
Kristina Krotz Verna
IAR
6683215
ROBERT M ZIMMERMAN
IAR
4709530
NAMAINE COURTNEY COOMBS
IAR
7960412
KYLE DAVID TARDIFF
IAR
7627324
CHRISTOPHER LAWRENCE SWEENEY
IAR
7826498
Kathy S Kuczenski
IAR
6911257
TYLER MARK HOLLIS
IAR
6738312
VINCENZO ATKINSON
IAR
6700652
Maria Asher
IAR
7138634
GREYSON H HUBER
IAR
4585812
JOHN RICHARD MAYFIELD
IAR
6682859
DAVID SCOTT YUSCHAK
IAR
6729514
WADE ADAM WHITE
IAR
6729512
THOMAS M. TOMAN
IAR
5190658
COURTNEY MICHELLE ABRECHT
IAR
5165082
Matthew Logan Campbell
IAR
4453912
MATTHEW DORAN WEATHERLY
IAR
4640214
MARK A CUTLER
IAR
5039896
DAVID ALLEN PECK
IAR
4625855
JAMES PETER BRENNAN
IAR
4570480
DUSTIN JOHN CARY
IAR
4909912
PAMELA LEE CALLAHAN
IAR
4781438
JAMES CANDIDO SOTO
IAR
5744219
JOSEPH DI VINCENZO
IAR
5812625
DANIEL ADAIR BLEDSOE
IAR
7060678
JAMIE LEANN KERR
IAR
5927639
JEFFREY N ROBERTS
IAR
3235974
JAMES MARK APPLEBY
IAR
4541094
MEREDITH ANN WHEELER
IAR
7532978
TODD STEPHEN MATTHEWS
IAR
6140826
BUNCHAN TOM
IAR
5403384
STEVEN CLARK KORNICKER
IAR
4052683
VIET-BAC PHAN NGUYEN
IAR
4251272
JAMES BURTON TRIVETTE
IAR
2408387
TODD C EASTMAN
IAR
2353489
MICHAEL J SKORDELES
IAR
2427889
DIANE HAGUE KULP
IAR
2545243
LEONARD LEBOV
IAR
1776524
RICHARD ARLEN LORD
IAR
2197889
TOM ANGELO TAGLIARINI
IAR
1305775
LORI DIANE MCGUIRE
IAR
3175009
DAVID CHARLES SHEPHERD
IAR
2804422
ROBERT PAUL MARCHESANO
IAR
3125640
LISA MARIE BORIS
IAR
5431411
EVAN WILLIAM LANKFORD
IAR
6383740