# Trillium Square Advisors

Trillium Square Advisors is a Bank / Wealth / Trust based in Rolesville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Rolesville, United States
- **Region:** North America
- **Address:** Rolesville, NC, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** http://www.trilliumsquare.com
- **LinkedIn:** https://www.linkedin.com/company/trilliumsquare

## Regulatory record

- **CRD number:** 296487
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/296487

## About

Trillium Square Advisors is a state-registered investment adviser with $43 million in regulatory assets under management. The firm manages $36 million on a discretionary basis. It has 5 employees and 2 investment advisers.

## Questions

### Does Trillium Square Advisors manage money for institutions or only individual families?

The firm's client composition is not disclosed. Its categorization as a wealth manager and its absence from institutional consultant databases suggest an individual and family client base rather than an institutional one. It is not listed in standard allocator databases tracking endowments, foundations, or pension plans, making institutional mandates unlikely at this time (Altss estimate).

## Related profiles

- [TriLake Partners](https://altss.com/profile/trilake-partners)
- [TriMarC Wealth Management](https://altss.com/profile/trimarc-wealth-management)

---

Last updated: 2026-08-10T19:36:47.593Z

Canonical page: https://altss.com/profile/trillium-square-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology