Terril Brothers Inc
- Regulatory AUM
- $988M
- Discretionary
- $988M
- Clients
- 488
- Avg AUM / client
- $2.0M
- Accounts
- 1,140
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 257 | $71.3M | 7.22% |
| High net worth individuals | 214 | $815M | 82.5% |
| Pension and profit sharing plans | 8 | $49.2M | 4.98% |
| Charitable organizations | 3 | $39.9M | 4.04% |
| Corporations and other businesses | 6 | $12.6M | 1.28% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Joseph Terril | President | Nov 1979 (47y) | 75% or more | |
| David Leslie Carter | Registered representative | May 2016 (10y) | ||
| Patricia V Warner | Registered representative | Jul 2016 (10y) | ||
| Russ Phillips | Registered representative | Mar 2023 (3y) | ||
| William O Newbold | Registered representative | Dec 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 03/30/2026 | 942 KB | 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Us Bancorp $460M (47% of AUM) Mar 2026
- Central Trust And Investment Company $248M (25% of AUM) Mar 2026
- Marine Bank $235M (35% of AUM) Mar 2023
- Commerce Bancshares, Inc. $67.0M (9% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗