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MASTODON ADVISORY GROUP

· CRD 283494 · IAPD ↗ · (713) 425-4198

$492.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2025 — MASTODON ADVISORY GROUP reported RAUM up 34% ($304.0M -> $406.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
March 2024 — MASTODON ADVISORY GROUP began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
68
February 2024 — MASTODON ADVISORY GROUP reported RAUM up 53% ($199.0M -> $304.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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