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MUTUAL TRUST ASSET MGMT., INC.
CRD 121364File 801-111062
APPROVED
Retail clients
Disclosure events
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$58.4M
Bottom 25% of cohort (national)
Discretionary AUM
$58.4M
Clients
120
120 accounts
Employees
4
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 29, 2017
- Principal office
- 2701 N. ROCKY POINT DRIVE, SUITE 1000, TAMPA, FL, 33607
- Phone
- 813-264-0440
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $58.4M
- Discretionary AUM
- $58.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 120
- Non-discretionary accounts
- 0
- Total accounts
- 120
- AUM per client
- $486K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 8 | $28.0M |
| Individuals (other than high net worth individuals) | 112 | $30.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FINANCIAL PLANNING & ADVISORY
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- 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
- 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.