Tremont Street Advisors, Llc
- Regulatory AUM
- $69.2M
- Discretionary
- $55.1M
- Clients
- 87
- Avg AUM / client
- $796K
- Accounts
- 170
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 60 | $19.3M | 27.9% |
| High net worth individuals | 13 | $41.4M | 59.7% |
| Pension and profit sharing plans | 13 | $8.1M | 11.7% |
| Charitable organizations | 1 | $501K | 0.72% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Miles Challenger | Registered representative | Dec 2014 (12y) | ||
| Thomas Mark Rush | Registered representative | Dec 2014 (12y) | ||
| William Crane Ansell | Registered representative | Dec 2014 (12y) | ||
| Bri'ana Ariel Savage | Registered representative | Nov 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/23/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • REFERRAL FEES
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $65.6M (95% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 17, 2026.
View current Form ADV (SEC/IAPD) ↗