# TRIAD FINANCIAL ADVISORS, INC.

TRIAD FINANCIAL ADVISORS, INC. of GREENSBORO, NC is an SEC-registered investment adviser.

## Registration

- CRD: 118583
- Type: SEC-registered investment adviser
- SEC file number: 801-80645
- Location: 3623 N. ELM STREET, SUITE 102, GREENSBORO, NC, 27455
- Phone: 336-230-0071
- Latest filing: 2023-12-01
- Regulatory AUM: $863.1M
- Discretionary AUM: $842.5M
- Non-discretionary AUM: $20.6M
- Clients: 19
- Accounts: 2,470

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| CARROLL THOMAS PATRICK | CHIEF INVESTMENT OFFICER | — |
| LEINSTER CARTER WISELY | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| RUSH PATRICK NOEL | CEO, CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| O'Neal David Christopher | CHIEF OPERATING OFFICER | — |
| CARSWELL NATHANIEL PHILLIP | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118583/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118583/similar
- Related entities: https://search.stillhousedata.com/firm/118583/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118583

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.