9AT: TERRIL & COMPANY

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 11/12/1980
ADV Location	SAINT LOUIS, MO, United States
Contact Info	314 xxxxxxx
Websites

AUM^*	987,811,544 14%
of that, discretionary	987,811,544 14%
Number of Employees	16 7%
of those in investment advisory functions	6
Private Fund GAV^*	0
Avg Account Size	866,501 7%
% High Net Worth	43.85% 1%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser POINTE CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM452.3m	#Funds-
Adviser THE NEMES RUSH GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.6b	#Funds-
Adviser DAVID WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM239.3m	#Funds-
Adviser HAMRICK INVESTMENT COUNSEL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM299.2m	#Funds-
Adviser ECONOLOGICS FINANCIAL ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM183.2m	#Funds-
Adviser HARBOUR INVESTMENT MANAGEMENT L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM381.6m	#Funds-
Adviser BULL STREET ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM271.9m	#Funds-
Adviser RODGERS BROTHERS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-
Adviser BRIDGES CAPITAL LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM251.6m	#Funds-
Adviser INVESTMENT PARTNERS ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM333.4m	#Funds-

Brochure Summary

Overview

Terril Brothers, Inc. d/b/a Terril & Company (“Terril”) is a corporation organized under the laws of the state of Missouri. Terril is an SEC-registered investment adviser with its principal place of business in St. Louis, Missouri. John Joseph (“Joe”) Terril founded the business by forming John J. Terril & Company, Inc. in Florida in 1979. He later merged that entity with Terril Lauber & Co., incorporated in March 1982. The assets of the business were transferred on June 17, 1988 to Terril, a new Missouri corporation formed and wholly owned by Mr. Terril. Terril offers the following advisory services to our clients: Investment Advisory Services Terril provides investment advisory services and occasional consulting services to its clients. Terril’s investment advisory representative(s) meet one-on-one with clients to develop a portfolio strategy, based on each client’s individual circumstances, goals and objectives. Terril evaluates a client’s investment history, present situation and future outlook, and then creates a portfolio to meet each client’s goals and objectives within such client’s defined risk tolerance, risk capacity and return expectation. Potential investments selected by Terril for clients include (i)

equity securities, including exchange-listed securities, exchange-listed ETF’s, exchange-listed closed-end mutual funds, exchange-listed limited and general partnerships, over-the-counter securities and/or foreign issuer securities, (ii) warrants, (iii) corporate debt securities of all types including reverse convertible and non-investment grade (junk) bonds, (iv) certificates of deposit, (v) municipal securities, (vi) investment company securities, (vii) United States government securities, (viii) cash commodities, (ix) futures contracts on tangibles and intangibles, and (x) interests in partnerships investing in real estate, oil and gas interests, (xi) investments in art and/or collectibles, (xii) money market funds denominated in multi-currencies, (xiii) private equity investments. Terril also advises clients on closely-held private business opportunities, mergers and company buyout opportunities. Clients are allowed to restrict Terril from investing in certain types of securities. Assets Under Management As of March 1, 2024, Terril had approximately $760,944,922 of assets under management. Terril manages all clients’ assets on a discretionary basis.

TERRIL & COMPANY

TERRIL & COMPANY

TERRIL & COMPANY

TERRIL BROTHERS INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

Need help?

Send a question to 9AT support.

TERRIL & COMPANY TERRIL & COMPANY TERRIL & COMPANY TERRIL BROTHERS INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

TERRIL & COMPANY

TERRIL & COMPANY

TERRIL & COMPANY

TERRIL BROTHERS INC