Trustmont Advisory Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Greensburg, PA. Its latest Form ADV filing, dated March 30, 2026, reports $1.4B in regulatory assets under management, 61 employee, 46 offices, and 6,348 accounts.
Assets Under Management
$1.4B
Employees
61
Offices
46 offices
Total Clients
4,322
Primary office
GREENSBURG, PA
SCENIC DRIVE PROFESSIONAL CENTER, 200 BRUSH RUN ROAD, SUITE A, GREENSBURG, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.0% of total clients.
Top client categories% of clientsClients
1
Individuals
94.0%
4,061
2
HNWI
6.0%
261
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 30, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts6,348
10Y AUM Change+$897M (+180.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees61
Clients per Employee71:1
10Y Employee Change+12 (+24.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.