Terrell Advisors, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 313984
· Windsor Heights, IA
· WWW.DENTISTEXIT.COM
☆ Save with Pro
ADV data as of Feb 18, 2026
- Regulatory AUM
- $6.8M
- Discretionary
- $4.0M
- Clients
- 9
- Avg AUM / client
- $756K
- Accounts
- 22
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $2.8M | 40.4% |
| High net worth individuals | Fewer than 5 clients | $1.3M | 18.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $2.8M | 41.2% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shawn P Terrell | Registered representative | Jun 2021 (5y) |
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) | 02/18/2026 | 1.01 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
- • Hourly charges
- • Fixed fees
- • Other fees
- • MONTHLY RETAINER/SUBSCRIPTION
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Truist Financial Corp $4.0M (59% of AUM) Feb 2026
- Charles Schwab & Co. $2.8M (41% 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: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗