Trust Advisory Group Ltd
Firm details
- Headquarters
- Birmingham, Alabama
- CRD number
- 106926
- Registered since
- July 25, 1994
- Website
- trustadvisorygroup.com
- Custodians
- STONEX FINANCIAL INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.4%
- Individuals31.58%
- Corporations / Businesses0.03%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Trust Advisory Group Ltd is a corporate Registered Investment Adviser that has been SEC-registered since 1994 and acts as a capital allocator for both individual/family and institutional clients. The firm offers financial planning, discretionary portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting services. Its fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. Trust Advisory Group reports being an active ESG investor and maintains ties across the financial services industry, including affiliations with broker-dealers, other investment advisers, commodity/futures intermediaries, and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities41%
- Public Funds/Mutual Funds34%
- Private Funds14%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
Owners & executives
3 of 8
William Mccance
President And CEOCRD 1382957
Marcus Richardson
Chief Operating OfficerCRD 3037932
Mark Maurer
Chief Risk OfficerCRD 4234406
Contacts
3 of 20
Robert Kelly
Registered RepresentativeCRD 5899947
Peter Cahill
Registered RepresentativeCRD 2891582
Peggy Romero
Registered RepresentativeCRD 6227087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Birmingham, AL
Jefferson
Location
Birmingham, AL
Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.
- Metro area
- Birmingham-Hoover-Talladega, AL
- Region
- South
- County
- Jefferson
- Address
- 2 Perimeter Park S
- Time zone
- CT (UTC-6)
- Office locations
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