# Sukesh Pai

> Sukesh Pai is a fee-only financial advisor at Trillium Square Advisors in Rolesville, North Carolina, who holds the CFA credential. Trillium Square Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sukesh-pai/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Trillium Square Advisors
- **Based in:** Rolesville, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $51.8M across 61 accounts
- **Credentials:** CFA
- **CRD:** 5789764 (https://adviserinfo.sec.gov/individual/summary/5789764)
- **SEC registration:** Investment adviser representative in CA, NC, TX
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.alignable.com/rolesville-nc/trillium-square-advisors-llc

## Frequently asked questions

### Is Sukesh Pai a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sukesh 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 Sukesh charge for financial advice?

Sukesh'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 Sukesh Pai based?

Sukesh Pai is based in Rolesville, North Carolina.

### What credentials does Sukesh Pai hold?

Sukesh Pai holds the CFA credential.

### Is Sukesh Pai registered with the SEC?

Yes. Sukesh Pai is registered as an investment adviser representative in CA, NC and TX (CRD 5789764), 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 Sukesh Pai?

Through Sukesh's website, www.alignable.com/rolesville-nc/trillium-square-advisors-llc.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5789764): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.