Director, President and Treasurer · Trust Advisors, Inc.
Maria E. H. Bateman
CRD 6364113 · Named on Form ADV at one SEC-registered adviser
At a glance
Trust Advisors, Inc., an SEC-registered private fund adviser based in Houston, TX with $7.0 billion in regulatory assets, lists Maria E. H. Bateman on its Form ADV as Director, President and Treasurer, a control person.
Firms and roles
- Trust Advisors, Inc.Director, President and TreasurerPrivate fund adviser · Houston, TX · $7.0B in regulatory assets
AtlasMembers
Maria’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Stanley R. SzafranDirector and Vice President, Trust Advisors, Inc.
- Sara BeavesDirector, Trust Advisors, Inc.
- Shirley L. WangDirector, Trust Advisors, Inc.
- Zachary T. FletcherDirector and Chief Information Security Officer, Trust Advisors, Inc.
- Kimber L. WatsonChief Compliance Officer, Trust Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Maria’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.