Overview
Terril Brothers, Inc. d/b/a Terril & Company (“Terril”) is a corporation organized under the laws
of the state of Missouri. Terril is an SEC-registered investment adviser with its principal place
of business in St. Louis, Missouri. John Joseph (“Joe”) Terril founded the business by forming
John J. Terril & Company, Inc. in Florida in 1979. He later merged that entity with Terril
Lauber & Co., incorporated in March 1982. The assets of the business were transferred on June
17, 1988 to Terril, a new Missouri corporation formed and wholly owned by Mr. Terril. Terril
offers the following advisory services to our clients:
Investment Advisory Services
Terril provides investment advisory services and occasional consulting services to its clients.
Terril’s investment advisory representative(s) meet one-on-one with clients to develop a
portfolio strategy, based on each client’s individual circumstances, goals and objectives. Terril
evaluates a client’s investment history, present situation and future outlook, and then creates a
portfolio to meet each client’s goals and objectives within such client’s defined risk tolerance,
risk capacity and return expectation.
Potential investments selected by Terril for clients include (i)
equity securities, including
exchange-listed securities, exchange-listed ETF’s, exchange-listed closed-end mutual funds,
exchange-listed limited and general partnerships, over-the-counter securities and/or foreign
issuer securities, (ii) warrants, (iii) corporate debt securities of all types including reverse
convertible and non-investment grade (junk) bonds, (iv) certificates of deposit, (v) municipal
securities, (vi) investment company securities, (vii) United States government securities, (viii)
cash commodities, (ix) futures contracts on tangibles and intangibles, and (x) interests in
partnerships investing in real estate, oil and gas interests, (xi) investments in art and/or
collectibles, (xii) money market funds denominated in multi-currencies, (xiii) private equity
investments. Terril also advises clients on closely-held private business opportunities, mergers
and company buyout opportunities. Clients are allowed to restrict Terril from investing in
certain types of securities.
Assets Under Management
As of March 1, 2024, Terril had approximately $760,944,922 of assets under management.
Terril manages all clients’ assets on a discretionary basis.