TRUSTMONT ADVISORY GROUP, INC.

Overview

Trustmont Advisory Group, Inc. is an SEC-registered advisory and broker-dealer firm that serves individual and family clients with fee-based financial planning and portfolio management. The firm acts as a capital allocator and provides a mix of advisory services including financial planning, discretionary portfolio management for individuals and small businesses, pension consulting support, and the selection of outside advisers. Fee arrangements vary across percentage-of-AUM, hourly and fixed-fee engagements, allowing flexibility for both ongoing wealth management relationships and project-based work. Investment activity is tilted toward publicly traded equities as the primary building block of client portfolios. That equity-first posture is supported by a substantial use of exchange-traded vehicles and separately managed account strategies to deliver core market exposure, tactical overlays and customized equity exposures where appropriate. As a broker-dealer with longstanding registration dating back to 1987, the firm integrates brokerage capabilities alongside advisory mandates to offer both execution and advisory solutions.

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Public Holdings

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Location & Offices