Trustmont Advisory Group, Inc.

Trustmont Advisory Group serves a mix of individual clients and a range of institutional clients — including pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities — providing financial planning, investment advice, discretionary portfolio management and group seminars. The firm also delivers one-off advisory engagements and can execute transactions through representatives who may earn commissions.

The firm describes a long-term investment outlook and draws on public research, industry reports and adviser judgment rather than a single proprietary methodology, while some advisers may use technical analysis for timing decisions. Trustmont reports managing approximately $1.1 billion in discretionary assets (as of December 31, 2024) and offers periodic account reviews and written financial plans as part of its services.

Compared with many multi-team peers, Trustmont discloses a higher degree of dual-registration and product sales: many advisers are also registered representatives of an affiliated broker-dealer (Trustmont Financial Group, Inc.) and are licensed to sell insurance and annuity products that can generate commissions, and the firm participates in solicitor arrangements for third‑party wrap programs. The brochure also notes trade aggregation practices, that the firm does not take custody of client assets, and that there have been no disciplinary events in the past ten years.