Trust Advisory Group Ltd
Trust Advisory Group Ltd is an SEC-registered mass-market adviser in Birmingham, AL with $313.5M assets under management (AUM, regulatory AUM), -37% over one year. See who owns Trust Advisory Group Ltd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106926, SEC 801-46919, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $313.5M (2026-06-17)
- Firm type
- Mass-Market Adviser
- Location
- Birmingham, AL
- Employees
- 22
- Clients
- 564
- CRD
- 106926
- Ownership
- MCCANCE, WILLIAM, HENRY; OLSSON, STEPHEN, CHARLES; TAG GROUP, INC.; LEMOINE, SUSAN, MARIE; KELLY, ROBERT
How much AUM does Trust Advisory Group Ltd have?
Trust Advisory Group Ltd reported $313.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Trust Advisory Group Ltd?
Disclosed owners and executives of Trust Advisory Group Ltd include MCCANCE, WILLIAM, HENRY, OLSSON, STEPHEN, CHARLES, TAG GROUP, INC., LEMOINE, SUSAN, MARIE, KELLY, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.