Mutual Trust Asset Mgmt., Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 31, 2026, reports $58M in regulatory assets under management, 4 employees, 4 offices, and 120 accounts.
Assets Under Management
$58M
Employees
4
Offices
4 offices
Total Clients
120
Primary office
TAMPA, FL
2701 N. ROCKY POINT DRIVE, SUITE 1000, TAMPA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.3% of total clients.
Top client categories% of clientsClients
1
Individuals
93.3%
112
2
HNWI
6.7%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$58Mas of March 31, 2026
Discretionary100.0%
$58M
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$58M
Total Accounts120
10Y AUM Change$-55M (-48.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee30:1
10Y Employee Change-1 (-20.0%)
* 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.