MOUNTAIN TOP ADVISORY GROUP

Overview

Mountain Top Advisory Group operates as a small, privately held advisory and insurance-brokerage hybrid. The firm identifies itself as a capital allocator and focuses its advisory role on selecting other advisers and managers on behalf of clients rather than running large proprietary investment platforms. That selection-of-advisers model suggests the firm’s investment activity centers on due diligence and manager selection rather than direct discretionary trading. The firm does not position itself as an ESG investor and is not registered as a multi-state adviser. Its business mix is weighted toward insurance brokerage alongside advisory services, and its stated fee structure is categorized as “other,” indicating non-standard or negotiated fee arrangements rather than strictly AUM-based billing.

Assets & Accounts

Investments & Alternatives

Location & Offices