9AT: TROVE INVESTMENT ADVISORS LLC

Adviser Profile

As of Date	09/02/2026
Registration status	Terminated
ADV Location	DALLAS, TX, United States
Contact Info	469 xxxxxxx
Websites

AUM^*	387,586 -41%
of that, discretionary	0
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	11,400 28%
SMA’s	No
Private Funds	0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FIRST AMERICAN FINANCIAL ADVISORS INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM56.0m	#Funds-
Adviser SMITH W B & CO INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM323.6m	#Funds-
Adviser ANCORA RETIREMENT PLAN ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-
Adviser OLD MUTUAL CUSTOMISED SOLUTIONS (PTY) LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM229.5m	#Funds-
Adviser ADVISOR LOGISTICS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM6.3b	#Funds-
Adviser DEVENIR INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM13.0b	#Funds-
Adviser ROC INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM6.5m	#Funds-
Adviser LENS INVESTMENTS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM6.5m	#Funds-
Adviser GURUFOCUS INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM35.8m	#Funds-
Adviser SAGOL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM34.3m	#Funds-

Brochure Summary

Overview

A. Description of the Advisory Firm B. Types of Advisory Services C. Client Tailored Services and Client Imposed Restrictions A wrap fee program is an investment program where the investor pays one stated fee that includes management fees, transaction costs, and certain other administrative fees. TIAL does not participate in wrap fee programs. TIAL has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $0 $0 February 2022 Discretionary Robo-Advisory Portfolio Management Services Fees Total Assets Under Management Annual Fees All Accounts 1.00 monthly subscription fee Account Balances of $3,000 or more 1.00% For individual clients, TIAL charges a monthly advisory fee of $1.00 per month, in advance, for accounts with balances below $3,000. For accounts with a balance in excess of $3,000, TIAL charges an annual fee of 1%, divided evenly into 12 monthly billings, billed in arrears. TIAL uses the daily average value of the account as of the last business day of the month to determine the value

of assets under management. For purposes of determining the $3,000 threshold, TIAL uses the value of the account as of the last business day of the month. For institutions and entities, TIAL charges a flat annual fee of 1% based on the value of assets under management. This is divided evenly into 12 monthly billings, billed in arrears. TIAL uses the daily average value of the account as of the last business day of the month to determine the value of assets under management. These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement. Clients may terminate the agreement without penalty for a full refund of TIAL's fees within five business days of signing the Investment Advisory Contract. Thereafter, clients may terminate the Investment Advisory Contract generally with 30 days' written notice. Non-Discretionary & Discretionary Robo-Advisory Portfolio Management Services Fees TIAL charges a two-tiered monthly advisory fee. For the Basic Tier, TIAL charges a monthly D. Wrap Fee Programs E. Assets Under Management

TROVE INVESTMENT ADVISORS LLC

TROVE INVESTMENT ADVISORS LLC

TROVE INVESTMENT ADVISORS, INC

RIBRIC INVEST

RUBRIC INVEST

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Compensation Arrangments

Reported AUM

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Employees

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Brochure Summary

Overview

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TROVE INVESTMENT ADVISORS LLC TROVE INVESTMENT ADVISORS LLC TROVE INVESTMENT ADVISORS, INC RIBRIC INVEST RUBRIC INVEST

Related Companies

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

TROVE INVESTMENT ADVISORS LLC

TROVE INVESTMENT ADVISORS LLC

TROVE INVESTMENT ADVISORS, INC

RIBRIC INVEST

RUBRIC INVEST