Trillium Square Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$43,286,593
Total clients
61
57% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$709,616
About
The firm works primarily with individual and high‑net‑worth clients and also provides advisory services to small businesses, retirement plans and other institutional clients. Its service menu includes ongoing portfolio management, comprehensive and modular financial planning, retirement plan advisory (including participant education), private fund consulting, and corporate cash‑management services.
Investment decisions combine fundamental, technical and cyclical analysis with quantitative tools and algorithmic‑trading expertise; the firm describes active, multi‑strategy management that can employ long/short positions, leveraged ETFs, options (including covered calls) and hedging techniques. Portfolios are constructed using methods such as risk‑parity and mean‑variance optimization, may be managed on a discretionary basis, and the firm may engage Independent Managers for portions of client assets.
Compared with many peers, the brochure discloses several uncommon features: the firm offers complimentary educational workshops, provides private fund and software‑systems consulting, and its representatives are licensed insurance agents who may receive commission compensation. The firm is also explicit about using performance‑based fee arrangements for qualified clients (with a high‑watermark provision) and operates as a small supported adviser team managing roughly $43 million for about 60 clients.
Client services
Expertise
Occupation focus
Fee options
Fixed fee consulting engagements generally $5,000 to $8,000; pension consulting fixed fees between $2,000 and $5,000
$0 - $300,000: 1.19% annually $300,001 - $1,000,000: 0.99% annually $1,000,001 - $3,000,000: 0.79% annually $3,000,001+: 0.59% annually
Certain firm representatives are insurance agents and may receive customary commissions from insurance product sales
Financial consulting at $445 per hour; pension consulting hourly rate up to $295
Performance fees equal to 20% of gross profits above high-water mark for qualified clients with at least $1,100,000 under management or $2,200,000 net worth
Account minimum: $50,000 Minimum fee: Upfront fee of $1,000 for financial planning onboarding; monthly ongoing financial planning fees of $300-$750 per month Fee-only: Financial consulting services at $445 per hour; fixed fee consulting engagements generally between $5,000 and $8,000; pension consulting services with maximum hourly fee of $295 and fixed fees between $2,000 and $5,000
Main office location
Trillium Square Advisors LLC
Rolesville NC, United States
Number of offices
2
Most active in
California · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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