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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

TREYBOURNE WEALTH PLANNERS

TREYBOURNE WEALTH PLANNERS, INC., CRD 122730

GREENWOOD, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e523d4b-c22f-4f44-b505-4b1e7058f6b3

Data as of Mar 24, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 1
Observed: Mar 28, 2012 to Mar 24, 2021
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Treybourne Wealth Planners

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $422MItem 5.F on the latest filing (2021-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $370M
Private client RAUM: $386MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,279
Individual clients: 278
High net worth clients: 122
Custody, client assets: $106M
SEC number: 801-64128
CRD: 122730
Filings on the tape: 23
First filed: Mar 28, 2012
Latest filed: Mar 24, 2021
Organised: Corporation, Indiana

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARMBRUSTER, MARTIN, JOSEPH	CHIEF COMPLIANCE OFFICER, PRESIDENT	E	yes	12/2002	Mar 28, 2012	Mar 24, 2021
WILLISON, STEPHANIE, LYNN	VICE PRESIDENT & PRINCIPAL	Na	no	01/2019	Mar 28, 2012	Mar 24, 2021

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Chicago	IL	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 24, 2021	$422M	$370M	8	6	1	n/a	n/a
2019	Apr 30, 2020	$376M	$331M	6	4	1	n/a	n/a
2018	Mar 28, 2019	$237M	$213M	6	4	0	n/a	n/a
2017	Mar 23, 2018	$244M	$218M	6	4	0	n/a	n/a
2016	Mar 23, 2017	$206M	$184M	6	4	n/a	n/a	n/a
2015	Mar 24, 2016	$208M	$169M	5	2	n/a	n/a	n/a
2014	Mar 30, 2015	$168M	$141M	4	2	n/a	n/a	n/a
2013	Mar 26, 2014	$149M	$122M	2	2	n/a	n/a	n/a
2012	Mar 22, 2013	$132M	$108M	2	2	n/a	n/a	n/a
2011	Mar 28, 2012	$116M	$94.1M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$422M	$376M	12.2%	$244M	20.1%	8	6	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SAVANT WEALTH MANAGEMENT	2	Dec 17, 2021	Sep 16, 2021	GREENWOOD, IN	Team lift out	RIA to RIA	100.0%

Relationships

Controls (1)

← ARMBRUSTER, MARTIN, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, PRESIDENT, ownership code E, individual
Mar 28, 2012 to presentfactForm ADV

Owns (1)

← WILLISON, STEPHANIE, LYNNOwnerVICE PRESIDENT & PRINCIPAL, ownership code NA, individual
Mar 28, 2012 to presentfactForm ADV

Registered with (4)

← STEPHANIE LYNN WILLISONAdvisorregistration: previous registration
Jan 3, 2011 to Dec 17, 2021factForm ADV
← BRIAN THOMAS RYKOVICHAdvisorregistration: previous registration
Nov 1, 2019 to Dec 17, 2021factForm ADV
← YING YING HUANGAdvisorregistration: previous registration
Apr 2, 2019 to Aug 5, 2021factForm ADV
← BRENT ERIC PERRYAdvisorregistration: previous registration
Sep 15, 2005 to Jan 23, 2007factForm ADV

Moved with (1)

→ SAVANT WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Dec 17, 2021 to Sep 16, 2021factForm ADV

Dated events

Occurred
Apr 30, 2020
Regulatory AUM changed
Treybourne Wealth Planners reported RAUM $376.3M, up 59% from $236.5M (2019-04-24 to 2020-04-30)
Form ADVobserved 6 days ago
$140M
Occurred
Jan 9, 2019
Control person left
Anthony Patrick Sherman (Secretary) no longer on Schedule A of Treybourne Wealth Planners (listed 2018-03-24, absent 2019-01-09)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e523d4b-c22f-4f44-b505-4b1e7058f6b3
First observed: Mar 28, 2012
Last observed: Mar 24, 2021 66 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TREYBOURNE WEALTH PLANNERS

TREYBOURNE WEALTH PLANNERS, INC., CRD 122730

GREENWOOD, IN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e523d4b-c22f-4f44-b505-4b1e7058f6b3

Data as of Mar 24, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:03 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARMBRUSTER, MARTIN, JOSEPH

CHIEF COMPLIANCE OFFICER, PRESIDENT

yes

12/2002

Mar 28, 2012

Mar 24, 2021

WILLISON, STEPHANIE, LYNN

VICE PRESIDENT & PRINCIPAL

01/2019

Mar 28, 2012

Mar 24, 2021

City

State

Country

Employees

Also broker-dealer

Chicago

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 24, 2021

$422M

$370M

n/a

2019

Apr 30, 2020

$376M

$331M

n/a

2018

Mar 28, 2019

$237M

$213M

n/a

2017

Mar 23, 2018

$244M

$218M

n/a

2016

Mar 23, 2017

$206M

$184M

n/a

2015

Mar 24, 2016

$208M

$169M

n/a

2014

Mar 30, 2015

$168M

$141M

n/a

2013

Mar 26, 2014

$149M

$122M

n/a

2012

Mar 22, 2013

$132M

$108M

n/a

2011

Mar 28, 2012

$116M

$94.1M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$422M

$376M

12.2%

$244M

20.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SAVANT WEALTH MANAGEMENT

Dec 17, 2021

Sep 16, 2021

GREENWOOD, IN

Team lift out

RIA to RIA

100.0%