Trustmont Advisory Group, INC.
Greensburg, PA·SEC-registered · CRD #106015
Trustmont Advisory Group, INC. is an SEC-registered investment advisory firm in Greensburg, PA managing $1.4B across 6.3k client accounts, with 60 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
6.3k
Advisory staff
60
Fee model
Fee-based
How Trustmont Advisory Group, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Trustmont Advisory Group, INC.
How much does Trustmont Advisory Group, INC. manage?
Per its most recent SEC Form ADV filing (03/30/2026), Trustmont Advisory Group, INC. reports $1.4B in regulatory assets under management across roughly 6.3k client accounts.
How does Trustmont Advisory Group, INC. charge?
Trustmont Advisory Group, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Trustmont Advisory Group, INC. a fiduciary?
Yes. Trustmont Advisory Group, INC. is registered with the U.S. Securities and Exchange Commission (CRD #106015), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Trustmont Advisory Group, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Trustmont Advisory Group, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Greensburg, PA
Profile compiled from Trustmont Advisory Group, INC.'s public SEC Form ADV filing (CRD #106015, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Trustmont Advisory Group, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Trustmont Advisory Group, INC.? Claim this profile.