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TRUST ADVISORY GROUP LTD
CRD 106926File 801-46919
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$313.5M
Below cohort median (national)
Discretionary AUM
$313.5M
Clients
564
792 accounts
Employees
22
Below cohort median in AL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 25, 1994
- Principal office
- 2 PERIMETER PARK SOUTH, SUITE 500 WEST, BIRMINGHAM, AL, 35243
- Phone
- 800-292-2411
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $313.5M
- Discretionary AUM
- $313.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 792
- Non-discretionary accounts
- 0
- Total accounts
- 792
- AUM per client
- $556K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $83K |
| High net worth individuals | 70 | $214.4M |
| Individuals (other than high net worth individuals) | 492 | $99.0M |
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 businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 30 | 22 | decreased by8 |
| Apr 1, 2026 | Clients | 1,119 | 564 | decreased by555 |
| Apr 1, 2026 | AUM | $494,407,359 | $313,523,737 | decreased by$180,883,622 |
| Apr 1, 2026 | Accounts | 1,720 | 792 | decreased by928 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 49 | 30 | decreased by19 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,076 | 1,119 | decreased by957 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $613,580,405 | $494,407,359 | decreased by$119,173,046 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,076 | 1,720 | decreased by356 |
| Apr 1, 2022 | Employees | 51 | 49 | decreased by2 |
| Apr 1, 2022 | Clients | 1,784 | 2,076 | increased by292 |
| Apr 1, 2022 | AUM | $512,853,076 | $613,580,405 | increased by$100,727,329 |
| Apr 1, 2022 | Accounts | 1,784 | 2,076 | increased by292 |
| 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 “TRUST ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUST 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.