Terril Brothers Inc is a large advisory firm based in Saint Louis. It manages $693.75 million of regulatory assets for 1,023 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 5 other states.
Terril Brothers provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Terril Brothers Inc is $693.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 456% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Terril Brothers Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of John Joseph Terril is high net worth individuals with 197 clients and $534.26 million of assets under management. Among the 8 most similar advisory firms, Terril Brothers has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $661.79 million for 451 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Terril Brothers doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 57 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Joseph Terril has been acting as President since 1 Nov 1979. Ryan Thomas Bouchard joined the executive team most recently as the Compliance.
The principal office where Terril Brothers Inc performs its advisory services is located at 10777 Sunset Office Drive, Saint Louis, MO 63127 1019 The mailing address of the firm is Po Box 31277, Saint Louis, MO 63131 0277. An additional office of the firm is in Tampa, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 314-965-0344 or by fax 314-965-7017. The normal business hours are 8:00 am to 6:00 pm on Monday - Friday. You can find more information about the New York firm at terrilco.com.