Asset manager · Troy, MI
Trustee Empowerment & Protection, Inc.
SEC-registered investment adviser · CRD 108249 · SEC 801-60944
At a glance
Trustee Empowerment & Protection, Inc. is an SEC-registered investment adviser based in Troy, Michigan, with $10 million in regulatory assets under management as of its Form ADV filed August 12, 2026. Its largest client group by assets is charitable organizations, and it reports 3 individual clients. By Form ADV it is a asset manager, ranked 2,533rd of 3,218 asset managers and 16,290th of 17,210 SEC-registered advisers by assets.
Main office 248-797-0500tepi.techLinkedInAs filed on Form ADV
- Regulatory AUM
- $10M
- Rank among asset managers
- #2,533 of 3,218
- Rank among all SEC RIAs
- #16,290 of 17,210
- Rank in Michigan
- #299 of 305
- Individual clients
- 3
- High-net-worth clients
- 0
- Accounts
- 2
- Discretionary
- 0% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Eric S. SmithPresident & CCO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | – | $10M | 100% |
| Individuals | 3 | $0M | 0% |
Disciplinary disclosures
Trustee Empowerment & Protection, Inc. answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Pension consulting
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗tepi.tech ↗
AtlasMembers
The full record on Trustee Empowerment & Protection, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 77 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Trustee Empowerment & Protection, Inc. manage?
Trustee Empowerment & Protection, Inc. reports $10 million in regulatory assets under management across 2 accounts, on its Form ADV filed August 12, 2026.
What kind of firm is Trustee Empowerment & Protection, Inc.?
Trustee Empowerment & Protection, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Trustee Empowerment & Protection, Inc.’s clients?
By assets, its largest client types are charitable organizations ($10 million); individuals ($0, 3 clients).
Does Trustee Empowerment & Protection, Inc. have any disciplinary history?
Trustee Empowerment & Protection, Inc. answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Trustee Empowerment & Protection, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →