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| Keyboard |
| Mutual Trust Advisory Group Inc
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|---|---|
| CRD # | 277060 |
| SEC # | 801-121401 |
| CIK # | |
| AUM | 165.8 M (2026-02-11) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 239-204-4333 |
| Address | 23190 Fashion Drive Estero, FL 33928 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 64.7 |
| (b) Individuals (high net worth individuals) | 50 | 101.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 491 | 165.8 |
| By Discretionary | ||
| Discretionary | 491 | 165.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 491 | 165.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.8 | |
| Total | 491 | 165.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
8th Street Investments LLC
✚
|
VA | 166.9 M |
|
JP Capital Management Inc
✚
|
OR | 166.6 M |
|
Hunter Street Investment Advisors LLC
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|
Black Horse Wealth Management LLC
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|
John Boyer Inc
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|
Kissling Financial Services LLC
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|
Runnymede Capital Advisors Inc
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|
165.1 M | |
|
OCTO Capital LLC
✚
|
MI | 165.0 M |
|
Waterstone Wealth Advisors LLC
✚
|
164.9 M | |
|
The Keystone Financial Alliance LLC
✚
|
GA | 164.7 M |