Samuel Miesmer
Trillium Square Advisors · Raleigh, North Carolina
Samuel Miesmer is a fee-only financial advisor at Trillium Square Advisors in Raleigh, North Carolina. Trillium Square Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Trillium Square Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $51.8M across 61 accounts |
| SEC registration | Investment adviser representative in CA, NC, TX · CRD 7671916 |
| Exams passed | Series 63 (2023) · Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.alignable.com/rolesville-nc/trillium-square-advisors-llc |
| Profile |
How Samuel's firm compares
- Trillium Square Advisors's average account is about $849,000, from its Form ADV (assets managed divided by 61 accounts).
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Questions about Samuel
Is Samuel Miesmer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Trillium Square Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Trillium Square Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Samuel Miesmer based?
Samuel Miesmer is based in Raleigh, North Carolina.
Is Samuel Miesmer registered with the SEC?
Yes. Samuel Miesmer is registered as an investment adviser representative in CA, NC and TX (CRD 7671916), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trillium Square Advisors manage?
Trillium Square Advisors reports $51.8M across 61 accounts in assets under management.
How do I contact Samuel Miesmer?
Through Samuel's website, www.alignable.com/rolesville-nc/trillium-square-advisors-llc.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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