Mutual Trust Advisory Group is an SEC registered investment adviser organized as a corporation with a primary office location in Estero, FL. Its latest Form ADV filing, dated February 11, 2026, reports $166M in regulatory assets under management, 3 employees, and 491 accounts.
Assets Under Management
$166M
Employees
3
Offices
--
Total Clients
176
Primary office
ESTERO, FL
23190 FASHION DRIVE, SUITE P203, ESTERO, FL, 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 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.6% of total clients.
Top client categories% of clientsClients
1
Individuals
71.6%
126
2
HNWI
28.4%
50
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$166Mas of February 11, 2026
Discretionary100.0%
$166M
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$166M
Total Accounts491
10Y AUM Change+$56M (+50.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee59:1
10Y Employee Change0 (0.0%)
* 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.