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 an independent, privately owned advisory corporation that has been registered with the SEC since 1994. The firm acts as a capital allocator for both individual/family and institutional clients and offers a mix of fee arrangements, including percentage of AUM, hourly fees, and fixed fees. Its advisory services span financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting-related services, and selection of outside advisers. The firm identifies as an active ESG investor and maintains affiliations across the financial services industry, including broker-dealer and insurance company relationships.
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
Michael Lytle
Chief Investment OfficerCRD 4592565
Brian Parker
Chief Compliance OfficerCRD 4635848
Marcus Richardson
Chief Operating OfficerCRD 3037932
Contacts
3 of 18
Robert Kelly
Registered RepresentativeCRD 5899947
Alan Druckenmiller
Registered RepresentativeCRD 5191639
Luigi Altieri
Investment Advisor RepresentativeCRD 4046055
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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