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TRUST ADVISORY GROUP LTD

BIRMINGHAM, AL · CRD 106926 · IAPD ↗ · 800-292-2411

$313.5MRegulatory AUM
22Advisory reps
22Employees
0Clients
0Planning clients
0Private funds
34States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — TRUST ADVISORY GROUP LTD reported RAUM down 37% ($494.4M -> $313.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2026 — TRUST ADVISORY GROUP LTD shrank from 30 to 22 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
December 2025 — TRUST ADVISORY GROUP LTD notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2025 — TRUST ADVISORY GROUP LTD changed its website from orionwealthadvisors.com to paramountfingrp.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2025 — TRUST ADVISORY GROUP LTD notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — TRUST ADVISORY GROUP LTD shrank from 41 to 30 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
64
April 2025 — TRUST ADVISORY GROUP LTD reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
28
January 2025 — TRUST ADVISORY GROUP LTD changed its website from coromandelwm.com to orionwealthadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
January 2025 — TRUST ADVISORY GROUP LTD notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — TRUST ADVISORY GROUP LTD's Item 11 disclosure-reporting entries rose by 4 (0 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
48
October 2024 — TRUST ADVISORY GROUP LTD moved its main office from READING, MA to BIRMINGHAM, AL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
48
April 2024 — TRUST ADVISORY GROUP LTD moved its main office from WOBURN, MA to READING, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2024 — TRUST ADVISORY GROUP LTD crossed $500M in regulatory AUM ($499.7M -> $560.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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