TRUSTEE EMPOWERMENT & PROTECTION, INC.

RIASEC RegisteredEst. 2002
Total AUM
$10.3M
Discretionary
$0
0% of AUM
Avg account
$5.1M
Accounts
2
Employees
4
Advisory reps
4

Firm details

Headquarters
TROY, Michigan
CRD number
108249
Registered since
February 21, 2002
Website
tepi.tech
Custodians
AMALGAMATED INVESTMENT MANAGEMENT
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Charitable Organizations100%
Services
Pension Consulting

Firm profile

FINTRX

Overview

Trustee Empowerment & Protection, Inc. is a small, SEC‑registered corporate adviser that focuses on serving individual and family clients. The firm’s filings show a clear tilt toward private fund allocations, and it operates primarily on a non‑discretionary basis—meaning it typically provides advice and consulting while clients retain final authority over trades and asset movement. Advisory activity includes pension consulting services, and the firm lists relationships or affiliations across other investment advisers, law firms, and insurance companies, which suggests it acts as part of a broader advisory or fiduciary network when servicing client needs. Fee arrangements are flexible: the firm reports percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements, as well as other fee types. Trustee Empowerment & Protection, Inc. is not flagged as an active ESG investor and reports a long SEC registration history (registered in 2002).

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 90%, Cash & Cash Equivalents 10%90%
  • Private Funds90%
  • Cash & Cash Equivalents10%

Owners & executives

1 of 1
  • ERIC SMITH

    Chairman & CEOCRD 2894648

Contacts

3 of 3
  • THOMAS SCOTTO

    Investment AdvisorCRD 5440556

  • JACK FINDLEY

    Investment Adviser RepresentativeCRD 6565081

  • GAVIN CLARKSON

    Registered RepresentativeCRD 4630336

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

TROY, MI

OAKLAND

Location

TROY, MI

Headquartered in TROY, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
OAKLAND
Address
755 W Big Beaver Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth