Trpc Advisory Services, Inc. (Brentwood)

Trpc Advisory Services provides pension consulting services and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trpc Advisory Services: assets under management

The assets under management (AUM) of Trpc Advisory Services, Inc. is $316.08 million. The firm's AUM has grown by 66% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $87.53 million in discretionary accounts and $228.55 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.62 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.41 million.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trpc Advisory Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

What kind of clients Mark Mccutcheon Skinner serves?

The only and largest group of clients of Mark Mccutcheon Skinner is pension and profit sharing plans with 121 clients and $316.08 million of assets under management. Among the 10 most similar advisory firms, Trpc Advisory Services has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $316.08 million for 121 clients. None of the firm’s clients are foreign persons or businesses.

Trpc Advisory Services doesn't advise any private funds.

Careers at Trpc Advisory Services, Inc.

The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 2 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.

Mark Mccutcheon Skinner has been acting as President since 1 Nov 2016. Inc. Usrp Holdings joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 7 indirect owners.

Based in Brentwood

The principal office where Trpc Advisory Services, Inc. performs its advisory services is located at 5200 Maryland Way, Brentwood, TN 37027, which is also the mailing address of the firm. An additional office of the firm is in Dayton, OH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-515-4401 or by fax 615-515-4501. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at trpcweb.com and its LinkedIn profile.

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