SEC Form ADV

ESTATE & TRUST ADVISORS

Firm profile: Estate & Trust Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserIL

$256.5M

Assets Under Management

720

Total Clients

Employees

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Registration Details

Accession: CRD-123802
Location: RIVERWOODS, IL
Filing Date: March 16, 2026
AUM: $256.5M
Total Clients: 720
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

ESTATE & TRUST ADVISORS is a registered investment adviser headquartered in RIVERWOODS, IL, managing approximately $256.5M in assets across 720 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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