SourcingSourcing

TROVE INVESTMENT ADVISORS LLC

C35
CRD 306904·SEC 801-120159·DALLAS, TX
AUM
$718K
<$25M
Est. Revenue
$7K
@ 1% on AUM
Est. EBITDA
$2K
@ 30% margin
Est. Deal Value
$17K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TROVE INVESTMENT ADVISORS LLC
CRD
306904
SEC file #
801-120159
EIN
—
DBA names
—

Economics

AUM
$718K
AUM band
<$25M
AUM trajectory
'23'26
$528K → $718K▲ +36%
Client mix
Individuals Other69
Corporations4

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
1 advisors → 1 advisors▬ 0%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/24/2025
ADV-W filed at
—
Website
troveadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TROVE AFRICA HOLDINGS INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
TROVE AFRICA HOLDINGS INC
Akagu, Austin
Solo Advisor Indicator
Yes
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
TROVEADVISORS.COM
Rdap Domain Creation Date
2020-04-23T05:41:38Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
NameCheap, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-23T05:41:38Z
Rdap Domain Last Changed
2026-04-23T09:36:16Z
Rdap Nameservers
Ns-1493.awsdns-58.orgNs-1734.awsdns-24.co.ukNs-395.awsdns-49.comNs-909.awsdns-49.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (1)

1
Akagu, Austin
IAR · Executive Officer · 2.5%
7213219