| Name | Title | Ownership | Since |
|---|---|---|---|
| Calton & Associates, Inc. Control | Shareholder | Over 75% | 2024 |
| David Scott Cole Control | Cfo | Under 5% | 2025 |
| Derek Jay Calton Control | Vice President/Director | Under 5% | 2024 |
Mutual Trust Asset Mgmt., Inc. reports $57.4 million in regulatory assets under management on its Form ADV.
Mutual Trust Asset Mgmt., Inc. reports 7 employees.
Mutual Trust Asset Mgmt., Inc. is based in Tampa, FL and has been SEC-registered since 2017.
Mutual Trust Asset Mgmt., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2701 N. Rocky Point Drive, Suite 1000, Tampa, FL 33607 |
| Phone | 813-264-0440 |
| Fax | 813-968-1130 |
| Office hours | 9 To 5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $57.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $57.4M |