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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.