Mutual Trust Asset Mgmt., Inc.
● SEC registered since 2017CRD 121364SEC# 801-111062Tampa, FL
Reg. AUM
$58.4M
Employees
4
Accounts
120
Location
Tampa, FL
Mutual Trust Asset Mgmt., Inc. assets under management
Mutual Trust Asset Mgmt., Inc. is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2017. It reports $58.4 million in regulatory assets under management and employs 4 people.
Mutual Trust Asset Mgmt., Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Calton & Associates, Inc. Control | Shareholder | Over 75% | 2024 |
| Derek Jay Calton Control | Vice President/Director | Under 5% | 2024 |
| Dwayne Kent Calton Control | President/Director | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Mutual Trust Asset Mgmt., Inc. manage?
Mutual Trust Asset Mgmt., Inc. reports $58.4 million in regulatory assets under management on its Form ADV.
How many employees does Mutual Trust Asset Mgmt., Inc. have?
Mutual Trust Asset Mgmt., Inc. reports 4 employees.
Where is Mutual Trust Asset Mgmt., Inc. located?
Mutual Trust Asset Mgmt., Inc. is based in Tampa, FL and has been SEC-registered since 2017.
Does Mutual Trust Asset Mgmt., Inc. disclose fund performance?
Mutual Trust Asset Mgmt., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2701 N. Rocky Point Drive, Suite 1000, Tampa, FL 33607 |
| Phone | 813-264-0440 |
| Fax | 813-968-1130 |
| Office hours | 9 To 5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$58.4M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$58.4Mregulatory AUM
Discretionary $58.4M