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| Keyboard |
| Trustmont Advisory Group Inc
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|---|---|
| CRD # | 106015 |
| SEC # | 801-30694 |
| CIK # | |
| AUM | 1,395.3 M (2026-03-30) |
| Employees | 61 (98% Investors, 97% Brokers) |
| Phone | 724-468-5665 |
| Address | Scenic Drive Professional Center Greensburg, PA 15601 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,061 | 889.7 |
| (b) Individuals (high net worth individuals) | 261 | 505.6 |
| (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 | 6,348 | 1,395.3 |
| By Discretionary | ||
| Discretionary | 6,348 | 1,395.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,348 | 1,395.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,395.3 | |
| Total | 6,348 | 1,395.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 3 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Werba Rubin Papier Wealth Management LLC
✚
|
CA | 1,400.9 M |
|
Pivot Capital Partners LLC
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IL | 1,400.0 M |
|
Verity and Verity LLC
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SC | 1,399.6 M |
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Laurel Oak Wealth Management LLC
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NJ | 1,399.3 M |
|
Asset Advisors Investment Management LLC
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GA | 1,399.0 M |
|
St Denis J Villere & Co LLC
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|
LA | 1,397.8 M |
|
Matrix Asset Advisors Inc
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|
NY | 1,397.5 M |
|
Marietta Wealth Management LLC
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|
GA | 1,394.5 M |
|
Inspirion Wealth Advisors LLC
✚
|
IL | 1,394.3 M |
|
Syntegra Private Wealth Group LLC
✚
|
MO | 1,393.1 M |