TRUST ADVISORY GROUP LTD

BIRMINGHAM, AL · CIK 926106 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 1994 · corporation

Assets managed$313.5m
Staff22 · 22 in investment roles
Main clients (by assets)High net worth individuals 68%, Individuals 32%
Form ADV · 2026-06-17SEC adviser record

Kindinstitutions, FCA fund manager, wealth
Others nearbyBirmingham, AL, Miami, FL, Chicago, IL, New York, NY, Winter Park, FL, Blue Bell, PA
FamilyStoneX Group Inc. · 6 related pages · largest: StoneX Group Inc.

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Birmingham, AL (main office)United States	United States	about 14
Reading, MAUnited States	United States	3
South Yarmouth, MAUnited States	United States	2
Chester, NJUnited States	United States	1
Holliston, MAUnited States	United States	1
Saugus, MAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.