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TRUSTMONT ADVISORY GROUP, INC.

GREENSBURG, PA · CRD 106015 · IAPD ↗ · 724-468-5665

$1.40BRegulatory AUM
60Advisory reps
61Employees
3Clients
26-50Planning clients
0Private funds
27States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — TRUSTMONT ADVISORY GROUP, INC. grew from 41 to 60 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — TRUSTMONT ADVISORY GROUP, INC. shrank from 60 to 41 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
April 2025 — TRUSTMONT ADVISORY GROUP, INC. crossed $1B in regulatory AUM ($919.4M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
November 2024 — TRUSTMONT ADVISORY GROUP, INC. notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — TRUSTMONT ADVISORY GROUP, INC. added office(s): 47 -> 50 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — TRUSTMONT ADVISORY GROUP, INC. reported RAUM up 27% ($722.8M -> $919.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.