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TRUSTMONT ADVISORY GROUP, INC.
CRD 106015File 801-30694
APPROVED
Retail clients
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.40B
Above cohort median (national)
Discretionary AUM
$1.40B
Clients
4,322
6,348 accounts
Employees
61
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 27, 1987
- Principal office
- SCENIC DRIVE PROFESSIONAL CENTER, 200 BRUSH RUN ROAD, SUITE A, GREENSBURG, PA, 15601
- Phone
- 724-468-5665
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.40B
- Discretionary AUM
- $1.40B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,348
- Non-discretionary accounts
- 0
- Total accounts
- 6,348
- AUM per client
- $323K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 261 | $505.6M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 4,061 | $889.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 59 | 61 | increased by2 |
| Apr 1, 2026 | Clients | 3,945 | 4,322 | increased by377 |
| Apr 1, 2026 | AUM | $1,126,006,619 | $1,395,307,006 | increased by$269,300,387 |
| Apr 1, 2026 | Accounts | 5,387 | 6,348 | increased by961 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 63 | 59 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,207 | 3,945 | increased by738 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $839,823,533 | $1,126,006,619 | increased by$286,183,086 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 4,647 | 5,387 | increased by740 |
| Apr 1, 2022 | Clients | 2,819 | 3,207 | increased by388 |
| Apr 1, 2022 | AUM | $651,155,823 | $839,823,533 | increased by$188,667,710 |
| Apr 1, 2022 | Accounts | 2,819 | 4,647 | increased by1,828 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRUSTMONT ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUSTMONT ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.