Trust Advisory Group Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated March 25, 2026, reports $314M in regulatory assets under management, 22 employees, 14 offices, and 792 accounts.
Assets Under Management
$314M
Employees
22
Offices
14 offices
Total Clients
564
Primary office
BIRMINGHAM, AL
2 PERIMETER PARK SOUTH, SUITE 500 WEST, BIRMINGHAM, AL, United States
Top client segmentIndividuals represent 87.2% of total clients.
Top client categories% of clientsClients
1
Individuals
87.2%
492
2
HNWI
12.4%
70
3
Corporations
0.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$314Mas of March 25, 2026
Discretionary100.0%
$314M
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.
Total AUM$314M
Total Accounts792
10Y AUM Change+$167M (+114.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee26:1
10Y Employee Change+16 (+266.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.