Sukesh Pai
Trillium Square Advisors · Rolesville, North Carolina
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.
Request an introduction to Sukesh →
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 | $51.8M across 61 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, NC, TX · CRD 5789764 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.alignable.com/rolesville-nc/trillium-square-advisors-llc |
| Profile |
How Sukesh's firm compares
- Trillium Square Advisors's average account is about $849,000, from its Form ADV (assets managed divided by 61 accounts).
Request an introduction to Sukesh
Tell Sukesh a little about what you're looking for. Sukesh isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sukesh
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.
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.
See something wrong? Request a correction. Read our methodology.