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MUTUAL TRUST ADVISORY GROUP

ESTERO, FL · CRD 277060 · IAPD ↗ · 239-204-4333

$165.8MRegulatory AUM
2Advisory reps
3Employees
3Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — MUTUAL TRUST ADVISORY GROUP reported RAUM up 30% ($128.0M -> $165.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2026 — MUTUAL TRUST ADVISORY GROUP notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2025 — MUTUAL TRUST ADVISORY GROUP notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2024 — MUTUAL TRUST ADVISORY GROUP reported RAUM up 33% ($123.9M -> $164.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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