Trust Advisory Group Ltd
● SEC registered since 1994CRD 106926SEC# 801-46919Birmingham, AL
Reg. AUM
$313.5M
Employees
22
Accounts
792
Location
Birmingham, AL
Trust Advisory Group Ltd assets under management
Trust Advisory Group Ltd operates as an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 1994. It reports $313.5 million in regulatory assets under management and employs 22 people.
Trust Advisory Group Ltd owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew R Chambless Control | General Counsel | Under 5% | 2024 |
| Brian Lane Parker Control | Chief Compliance Officer | Under 5% | 2026 |
| Charles Martin Lyon Control | Director | Under 5% | 2024 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Trust Advisory Group Ltd manage?
Trust Advisory Group Ltd reports $313.5 million in regulatory assets under management on its Form ADV.
How many employees does Trust Advisory Group Ltd have?
Trust Advisory Group Ltd reports 22 employees.
Where is Trust Advisory Group Ltd located?
Trust Advisory Group Ltd is based in Birmingham, AL and has been SEC-registered since 1994.
Does Trust Advisory Group Ltd disclose fund performance?
Trust Advisory Group Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Perimeter Park South, Suite 500 West, Birmingham, AL 35243 |
| Phone | 800-292-2411 |
| Office hours | 9-5 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 926106 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$313.5M▼ 44%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$313.5Mregulatory AUM
Discretionary $313.5M