TRUST ADVISORY GROUP LTD
CRD #106926 SEC #801-46919 BIRMINGHAM, AL 800-292-2411
SEC Registered
Total AUM
$494.4M
Discretionary
$494.4M
Employees
30
Clients
51
Accounts
1,720
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $494.4M | $494.4M | $0 | 30 | 0 |
| Aug 2025 | $494.4M | $494.4M | $0 | 30 | 0 |
| Aug 2025 | $494.4M | $494.4M | $0 | 30 | 0 |
| Jul 2025 | $494.4M | $494.4M | $0 | 30 | 0 |
| Jun 2025 | $494.4M | $494.4M | $0 | 30 | 0 |
| Mar 2025 | $494.4M | $494.4M | $0 | 30 | 0 |
| Mar 2025 | $560.4M | $353M | $207.3M | 43 | 11 |
| Mar 2025 | $560.4M | $353M | $207.3M | 43 | 11 |
| Jan 2025 | $560.4M | $353M | $207.3M | 43 | 11 |
| Jan 2025 | $560.4M | $353M | $207.3M | 43 | 11 |
| Dec 2024 | $560.4M | $353M | $207.3M | 43 | 11 |
| Dec 2024 | $560.4M | $353M | $207.3M | 43 | 11 |
| Nov 2024 | $560.4M | $353M | $207.3M | 43 | 11 |
| Oct 2024 | $560.4M | $353M | $207.3M | 43 | 11 |
| Sep 2024 | $560.4M | $353M | $207.3M | 43 | 11 |
| Mar 2024 | $560.4M | $353M | $207.3M | 43 | 11 |
| Mar 2024 | $499.7M | $305.4M | $194.3M | 43 | 11 |
| Sep 2023 | $499.7M | $305.4M | $194.3M | 43 | 11 |
| Mar 2023 | $499.7M | $305.4M | $194.3M | 43 | 11 |
| Feb 2023 | $613.6M | $365.5M | $248M | 49 | 11 |
| Nov 2022 | $613.6M | $365.5M | $248M | 49 | 11 |
| Jul 2022 | $613.6M | $365.5M | $248M | 49 | 11 |
| Jul 2022 | $613.6M | $365.5M | $248M | 49 | 11 |
| Mar 2022 | $613.6M | $365.5M | $248M | 49 | 11 |
| Mar 2021 | $512.9M | $332M | $180.9M | 51 | 13 |
| Dec 2020 | $407.7M | $211.3M | $196.5M | 52 | 1 |
| Oct 2020 | $407.7M | $211.3M | $196.5M | 52 | 1 |
| Aug 2020 | $407.7M | $211.3M | $196.5M | 52 | 1 |
| Jun 2020 | $407.7M | $230.2M | $177.5M | 52 | 1 |
| May 2020 | $407.7M | $230.2M | $177.5M | 52 | 1 |
| Mar 2020 | $407.7M | $230.2M | $177.5M | 52 | 1 |
| Feb 2020 | $312.1M | $304.3M | $7.8M | 7 | 1 |
| Oct 2019 | $312.1M | $304.3M | $7.8M | 7 | 1 |
| Sep 2019 | $312.1M | $304.3M | $7.8M | 7 | 1 |
| Sep 2019 | $312.1M | $304.3M | $7.8M | 7 | 1 |
| Jun 2019 | $312.1M | $304.3M | $7.8M | 7 | 1 |
| Mar 2019 | $312.1M | $304.3M | $7.8M | 7 | 1 |
| Jan 2019 | $449M | $398.3M | $50.7M | 6 | 1 |
| Jul 2018 | $449M | $398.3M | $50.7M | 6 | 1 |
| Apr 2018 | $449M | $398.3M | $50.7M | 6 | 1 |
| Mar 2018 | $449M | $398.3M | $50.7M | 6 | 1 |
| Sep 2017 | $146.5M | $131M | $15.6M | 6 | 900 |
| Mar 2017 | $146.5M | $131M | $15.6M | 6 | 900 |
| Mar 2017 | $126.2M | $120.9M | $5.3M | 6 | 600 |
| Mar 2017 | $126.2M | $120.9M | $5.3M | 6 | 600 |
| Jan 2017 | $126.2M | $120.9M | $5.3M | 6 | 600 |
| Jan 2017 | $126.2M | $120.9M | $5.3M | 6 | 600 |
| Nov 2016 | $126.2M | $120.9M | $5.3M | 6 | 600 |
| Nov 2016 | $126.2M | $120.9M | $5.3M | 6 | 600 |
| Nov 2016 | $126.2M | $120.9M | $5.3M | 6 | 600 |
| Oct 2016 | $126.2M | $120.9M | $5.3M | 6 | 600 |
| Sep 2016 | $126.2M | $120.9M | $5.3M | 6 | 600 |
| Sep 2016 | $126.2M | $120.9M | $5.3M | 6 | 600 |
| May 2016 | $126.2M | $120.9M | $5.3M | 6 | 600 |
| Apr 2016 | $126.2M | $120.9M | $5.3M | 6 | 600 |
| Apr 2016 | $126.2M | $120.9M | $5.3M | 6 | 600 |
| Apr 2016 | $165.6M | $120.9M | $44.7M | 6 | 600 |
| Mar 2016 | $165.6M | $120.9M | $44.7M | 6 | 600 |
| Feb 2016 | $180.8M | $136.4M | $44.4M | 6 | 900 |
| Feb 2016 | $180.8M | $136.4M | $44.4M | 6 | 900 |
| Jan 2016 | $180.8M | $136.4M | $44.4M | 6 | 900 |
| Apr 2015 | $180.8M | $136.4M | $44.4M | 6 | 900 |
| Mar 2015 | $180.8M | $136.4M | $44.4M | 6 | 900 |
| Mar 2015 | $159M | $117.2M | $41.8M | 6 | 860 |
| Feb 2015 | $159M | $117.2M | $41.8M | 6 | 860 |
| Mar 2014 | $159M | $117.2M | $41.8M | 6 | 860 |
| Mar 2014 | $142.5M | $104.5M | $37.9M | 3 | 825 |
| Sep 2013 | $142.5M | $104.5M | $37.9M | 3 | 825 |
| Mar 2013 | $142.5M | $104.5M | $37.9M | 3 | 825 |
| Jan 2013 | $128.4M | $95.2M | $33.1M | 2 | 700 |
| Jun 2012 | $128.4M | $95.2M | $33.1M | 1 | 700 |
| Apr 2012 | $128.4M | $95.2M | $33.1M | 1 | 700 |
| Mar 2012 | $128.4M | $95.2M | $33.1M | 1 | 700 |
| Jul 2011 | $114.1M | $110.1M | $4M | 5 | -- |
| Jun 2011 | $114.1M | $110.1M | $4M | 5 | -- |
| May 2011 | $114.1M | $110.1M | $4M | 5 | -- |
| Mar 2011 | $114.1M | $110.1M | $4M | 5 | -- |
| Mar 2011 | $88.5M | $88.5M | $0 | 5 | -- |
| Dec 2010 | $88.5M | $88.5M | $0 | 5 | -- |
| Aug 2010 | $88.5M | $88.5M | $0 | 5 | -- |
| Aug 2010 | $88.5M | $88.5M | $0 | 5 | -- |
| Jul 2010 | $88.5M | $88.5M | $0 | 5 | -- |
| Jan 2010 | $75.8M | $75.8M | $0 | 5 | -- |
| Jan 2010 | $75.8M | $75.8M | $0 | 5 | -- |
| Jan 2010 | $75.8M | $75.8M | $0 | 5 | -- |
| Jul 2009 | $75.8M | $75.8M | $0 | 5 | -- |
| Apr 2009 | $75.8M | $75.8M | $0 | 5 | -- |
| Mar 2008 | $99.4M | $99.4M | $0 | 5 | -- |
| Nov 2007 | $96.5M | $96.5M | $0 | 5 | -- |
| Oct 2007 | $96.5M | $96.5M | $0 | 5 | -- |
| Feb 2007 | $96.5M | $96.5M | $0 | 5 | -- |
| Mar 2006 | $96.9M | $96.9M | $0 | 5 | -- |
| Dec 2005 | $76M | $76M | $0 | -- | -- |
| Nov 2005 | $76M | $76M | $0 | -- | -- |
| Jun 2004 | $62.4M | $62.4M | $0 | -- | -- |
| Mar 2004 | $62.4M | $62.4M | $0 | -- | -- |
| Jan 2004 | $38.4M | $38.4M | $0 | -- | -- |
| Apr 2002 | $136.7M | $65.5M | $71.2M | -- | -- |
| Apr 2002 | $136.7M | $65.5M | $71.2M | -- | -- |
| Mar 2002 | $152.8M | $68.8M | $84M | -- | -- |
| Mar 2002 | $152.8M | $68.8M | $84M | -- | -- |
| Aug 2001 | $152.8M | $68.8M | $84M | -- | -- |
| Jun 2001 | $152.8M | $68.8M | $84M | -- | -- |
| Jun 2001 | $152.8M | $68.8M | $84M | -- | -- |
| May 2001 | $152.8M | $68.8M | $84M | -- | -- |
DateSep 2025
Total AUM$494.4M
Discretionary$494.4M
Non-Disc.$0
Employees30
Clients0
DateAug 2025
Total AUM$494.4M
Discretionary$494.4M
Non-Disc.$0
Employees30
Clients0
DateAug 2025
Total AUM$494.4M
Discretionary$494.4M
Non-Disc.$0
Employees30
Clients0
DateJul 2025
Total AUM$494.4M
Discretionary$494.4M
Non-Disc.$0
Employees30
Clients0
DateJun 2025
Total AUM$494.4M
Discretionary$494.4M
Non-Disc.$0
Employees30
Clients0
DateMar 2025
Total AUM$494.4M
Discretionary$494.4M
Non-Disc.$0
Employees30
Clients0
DateMar 2025
Total AUM$560.4M
Discretionary$353M
Non-Disc.$207.3M
Employees43
Clients11
DateMar 2025
Total AUM$560.4M
Discretionary$353M
Non-Disc.$207.3M
Employees43
Clients11
DateJan 2025
Total AUM$560.4M
Discretionary$353M
Non-Disc.$207.3M
Employees43
Clients11
DateJan 2025
Total AUM$560.4M
Discretionary$353M
Non-Disc.$207.3M
Employees43
Clients11
DateDec 2024
Total AUM$560.4M
Discretionary$353M
Non-Disc.$207.3M
Employees43
Clients11
DateDec 2024
Total AUM$560.4M
Discretionary$353M
Non-Disc.$207.3M
Employees43
Clients11
DateNov 2024
Total AUM$560.4M
Discretionary$353M
Non-Disc.$207.3M
Employees43
Clients11
DateOct 2024
Total AUM$560.4M
Discretionary$353M
Non-Disc.$207.3M
Employees43
Clients11
DateSep 2024
Total AUM$560.4M
Discretionary$353M
Non-Disc.$207.3M
Employees43
Clients11
DateMar 2024
Total AUM$560.4M
Discretionary$353M
Non-Disc.$207.3M
Employees43
Clients11
DateMar 2024
Total AUM$499.7M
Discretionary$305.4M
Non-Disc.$194.3M
Employees43
Clients11
DateSep 2023
Total AUM$499.7M
Discretionary$305.4M
Non-Disc.$194.3M
Employees43
Clients11
DateMar 2023
Total AUM$499.7M
Discretionary$305.4M
Non-Disc.$194.3M
Employees43
Clients11
DateFeb 2023
Total AUM$613.6M
Discretionary$365.5M
Non-Disc.$248M
Employees49
Clients11
DateNov 2022
Total AUM$613.6M
Discretionary$365.5M
Non-Disc.$248M
Employees49
Clients11
DateJul 2022
Total AUM$613.6M
Discretionary$365.5M
Non-Disc.$248M
Employees49
Clients11
DateJul 2022
Total AUM$613.6M
Discretionary$365.5M
Non-Disc.$248M
Employees49
Clients11
DateMar 2022
Total AUM$613.6M
Discretionary$365.5M
Non-Disc.$248M
Employees49
Clients11
DateMar 2021
Total AUM$512.9M
Discretionary$332M
Non-Disc.$180.9M
Employees51
Clients13
DateDec 2020
Total AUM$407.7M
Discretionary$211.3M
Non-Disc.$196.5M
Employees52
Clients1
DateOct 2020
Total AUM$407.7M
Discretionary$211.3M
Non-Disc.$196.5M
Employees52
Clients1
DateAug 2020
Total AUM$407.7M
Discretionary$211.3M
Non-Disc.$196.5M
Employees52
Clients1
DateJun 2020
Total AUM$407.7M
Discretionary$230.2M
Non-Disc.$177.5M
Employees52
Clients1
DateMay 2020
Total AUM$407.7M
Discretionary$230.2M
Non-Disc.$177.5M
Employees52
Clients1
DateMar 2020
Total AUM$407.7M
Discretionary$230.2M
Non-Disc.$177.5M
Employees52
Clients1
DateFeb 2020
Total AUM$312.1M
Discretionary$304.3M
Non-Disc.$7.8M
Employees7
Clients1
DateOct 2019
Total AUM$312.1M
Discretionary$304.3M
Non-Disc.$7.8M
Employees7
Clients1
DateSep 2019
Total AUM$312.1M
Discretionary$304.3M
Non-Disc.$7.8M
Employees7
Clients1
DateSep 2019
Total AUM$312.1M
Discretionary$304.3M
Non-Disc.$7.8M
Employees7
Clients1
DateJun 2019
Total AUM$312.1M
Discretionary$304.3M
Non-Disc.$7.8M
Employees7
Clients1
DateMar 2019
Total AUM$312.1M
Discretionary$304.3M
Non-Disc.$7.8M
Employees7
Clients1
DateJan 2019
Total AUM$449M
Discretionary$398.3M
Non-Disc.$50.7M
Employees6
Clients1
DateJul 2018
Total AUM$449M
Discretionary$398.3M
Non-Disc.$50.7M
Employees6
Clients1
DateApr 2018
Total AUM$449M
Discretionary$398.3M
Non-Disc.$50.7M
Employees6
Clients1
DateMar 2018
Total AUM$449M
Discretionary$398.3M
Non-Disc.$50.7M
Employees6
Clients1
DateSep 2017
Total AUM$146.5M
Discretionary$131M
Non-Disc.$15.6M
Employees6
Clients900
DateMar 2017
Total AUM$146.5M
Discretionary$131M
Non-Disc.$15.6M
Employees6
Clients900
DateMar 2017
Total AUM$126.2M
Discretionary$120.9M
Non-Disc.$5.3M
Employees6
Clients600
DateMar 2017
Total AUM$126.2M
Discretionary$120.9M
Non-Disc.$5.3M
Employees6
Clients600
DateJan 2017
Total AUM$126.2M
Discretionary$120.9M
Non-Disc.$5.3M
Employees6
Clients600
DateJan 2017
Total AUM$126.2M
Discretionary$120.9M
Non-Disc.$5.3M
Employees6
Clients600
DateNov 2016
Total AUM$126.2M
Discretionary$120.9M
Non-Disc.$5.3M
Employees6
Clients600
DateNov 2016
Total AUM$126.2M
Discretionary$120.9M
Non-Disc.$5.3M
Employees6
Clients600
DateNov 2016
Total AUM$126.2M
Discretionary$120.9M
Non-Disc.$5.3M
Employees6
Clients600
DateOct 2016
Total AUM$126.2M
Discretionary$120.9M
Non-Disc.$5.3M
Employees6
Clients600
DateSep 2016
Total AUM$126.2M
Discretionary$120.9M
Non-Disc.$5.3M
Employees6
Clients600
DateSep 2016
Total AUM$126.2M
Discretionary$120.9M
Non-Disc.$5.3M
Employees6
Clients600
DateMay 2016
Total AUM$126.2M
Discretionary$120.9M
Non-Disc.$5.3M
Employees6
Clients600
DateApr 2016
Total AUM$126.2M
Discretionary$120.9M
Non-Disc.$5.3M
Employees6
Clients600
DateApr 2016
Total AUM$126.2M
Discretionary$120.9M
Non-Disc.$5.3M
Employees6
Clients600
DateApr 2016
Total AUM$165.6M
Discretionary$120.9M
Non-Disc.$44.7M
Employees6
Clients600
DateMar 2016
Total AUM$165.6M
Discretionary$120.9M
Non-Disc.$44.7M
Employees6
Clients600
DateFeb 2016
Total AUM$180.8M
Discretionary$136.4M
Non-Disc.$44.4M
Employees6
Clients900
DateFeb 2016
Total AUM$180.8M
Discretionary$136.4M
Non-Disc.$44.4M
Employees6
Clients900
DateJan 2016
Total AUM$180.8M
Discretionary$136.4M
Non-Disc.$44.4M
Employees6
Clients900
DateApr 2015
Total AUM$180.8M
Discretionary$136.4M
Non-Disc.$44.4M
Employees6
Clients900
DateMar 2015
Total AUM$180.8M
Discretionary$136.4M
Non-Disc.$44.4M
Employees6
Clients900
DateMar 2015
Total AUM$159M
Discretionary$117.2M
Non-Disc.$41.8M
Employees6
Clients860
DateFeb 2015
Total AUM$159M
Discretionary$117.2M
Non-Disc.$41.8M
Employees6
Clients860
DateMar 2014
Total AUM$159M
Discretionary$117.2M
Non-Disc.$41.8M
Employees6
Clients860
DateMar 2014
Total AUM$142.5M
Discretionary$104.5M
Non-Disc.$37.9M
Employees3
Clients825
DateSep 2013
Total AUM$142.5M
Discretionary$104.5M
Non-Disc.$37.9M
Employees3
Clients825
DateMar 2013
Total AUM$142.5M
Discretionary$104.5M
Non-Disc.$37.9M
Employees3
Clients825
DateJan 2013
Total AUM$128.4M
Discretionary$95.2M
Non-Disc.$33.1M
Employees2
Clients700
DateJun 2012
Total AUM$128.4M
Discretionary$95.2M
Non-Disc.$33.1M
Employees1
Clients700
DateApr 2012
Total AUM$128.4M
Discretionary$95.2M
Non-Disc.$33.1M
Employees1
Clients700
DateMar 2012
Total AUM$128.4M
Discretionary$95.2M
Non-Disc.$33.1M
Employees1
Clients700
DateJul 2011
Total AUM$114.1M
Discretionary$110.1M
Non-Disc.$4M
Employees5
Clients--
DateJun 2011
Total AUM$114.1M
Discretionary$110.1M
Non-Disc.$4M
Employees5
Clients--
DateMay 2011
Total AUM$114.1M
Discretionary$110.1M
Non-Disc.$4M
Employees5
Clients--
DateMar 2011
Total AUM$114.1M
Discretionary$110.1M
Non-Disc.$4M
Employees5
Clients--
DateMar 2011
Total AUM$88.5M
Discretionary$88.5M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$88.5M
Discretionary$88.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$88.5M
Discretionary$88.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$88.5M
Discretionary$88.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$88.5M
Discretionary$88.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$75.8M
Discretionary$75.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$75.8M
Discretionary$75.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$75.8M
Discretionary$75.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2009
Total AUM$75.8M
Discretionary$75.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$75.8M
Discretionary$75.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$96.5M
Discretionary$96.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$96.5M
Discretionary$96.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$96.5M
Discretionary$96.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$96.9M
Discretionary$96.9M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$76M
Discretionary$76M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$62.4M
Discretionary$62.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$62.4M
Discretionary$62.4M
Non-Disc.$0
Employees--
Clients--
DateJan 2004
Total AUM$38.4M
Discretionary$38.4M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$136.7M
Discretionary$65.5M
Non-Disc.$71.2M
Employees--
Clients--
DateApr 2002
Total AUM$136.7M
Discretionary$65.5M
Non-Disc.$71.2M
Employees--
Clients--
DateMar 2002
Total AUM$152.8M
Discretionary$68.8M
Non-Disc.$84M
Employees--
Clients--
DateMar 2002
Total AUM$152.8M
Discretionary$68.8M
Non-Disc.$84M
Employees--
Clients--
DateAug 2001
Total AUM$152.8M
Discretionary$68.8M
Non-Disc.$84M
Employees--
Clients--
DateJun 2001
Total AUM$152.8M
Discretionary$68.8M
Non-Disc.$84M
Employees--
Clients--
DateJun 2001
Total AUM$152.8M
Discretionary$68.8M
Non-Disc.$84M
Employees--
Clients--
DateMay 2001
Total AUM$152.8M
Discretionary$68.8M
Non-Disc.$84M
Employees--
Clients--