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Trust Advisory Group Ltd

● SEC registered since 1994CRD 106926SEC# 801-46919Birmingham, AL
Export (members)
Reg. AUM
$494.4M
Employees
30
Accounts
1,720
Location
Birmingham, AL

Trust Advisory Group Ltd assets under management

Trust Advisory Group Ltd operates as an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 1994. It reports $494.4 million in regulatory assets under management and employs 30 people.

Trust Advisory Group Ltd owners & executives

12 reported
NameTitleOwnershipSince
Andrew R Chambless ControlGeneral CounselUnder 5%2024
Charles Martin Lyon ControlDirectorUnder 5%2024
James Buchanan McAuslan ControlDirectorUnder 5%2025
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Frequently asked questions

How much does Trust Advisory Group Ltd manage?

Trust Advisory Group Ltd reports $494.4 million in regulatory assets under management on its Form ADV.

How many employees does Trust Advisory Group Ltd have?

Trust Advisory Group Ltd reports 30 employees.

Where is Trust Advisory Group Ltd located?

Trust Advisory Group Ltd is based in Birmingham, AL and has been SEC-registered since 1994.

Does Trust Advisory Group Ltd disclose fund performance?

Trust Advisory Group Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Perimeter Park South, Suite 500 West, Birmingham, AL 35243
Phone800-292-2411
Office hours5-Sep
SEC regionAtlanta Regional Office (ARO)
CIK926106
Discloses disciplinary historyYes

Assets under management

Discretionary$494.4M
Non-discretionary$0
Total (RAUM)$494.4M