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TRUST ADVISORY GROUP LTD
CRD 106926 · SEC 801-46919
2 PERIMETER PARK SOUTH, SUITE 500 WEST, BIRMINGHAM, AL, 35243, United States
Phone
800-292-2411
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$313.5M
Discretionary AUM
$313.5M
Team
22 total employees; 22 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 492 | $99.0M |
| High net worth individuals | 70 | $214.4M |
| Corporations/business entities | 2 | $83K |
States served
VT, AL, AZ, CA, CO, DE, DC, GA, IL, IN, KS, KY, ME, MD, MA, MI, NJ, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WI, WA, TX, NH, CT, FL, SD
All web addresses on file
- https://www.facebook.com/SAStoneWealth
- https://www.linkedin.com/company/sa-stone-wealth-management
- http://www.solareshilladvisors.com/
- HTTP://WWW.TRUSTADVISORYGROUP.COM
- https://www.morristowncapital.com/
- http://www.linkedin.com/showcase/90402889/admin/dashboard/
- https://twitter.com/sastonewealth
- https://www.stonex.com/en/wealth-management.com
- https://x.com/StoneX_Official
- http://www.linkedin.com/company/90623235/admin/dashboard/
Official SEC filing: View on IAPD