MUTUAL TRUST ASSET MGMT., INC.
CRD #121364 SEC #801-111062 TAMPA, FL 813-264-0440
SEC Registered Disclosures
Total AUM
$57.4M
Discretionary
$57.4M
Employees
7
Clients
10
Accounts
92
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $57.4M | $57.4M | $0 | 7 | 0 |
| Mar 2025 | $57.4M | $57.4M | $0 | 7 | 0 |
| Oct 2024 | $241.4M | $0 | $241.4M | 9 | 51 |
| Oct 2024 | $241.4M | $0 | $241.4M | 9 | 51 |
| May 2024 | $241.4M | $0 | $241.4M | 9 | 51 |
| Jan 2024 | $241.4M | $0 | $241.4M | 12 | 51 |
| Jan 2023 | $218.6M | $0 | $218.6M | 10 | 51 |
| Jun 2022 | $248.8M | $0 | $248.8M | 9 | 8 |
| Jan 2022 | $248.8M | $0 | $248.8M | 9 | 8 |
| Oct 2021 | $195.3M | $195.3M | $0 | 8 | 8 |
| Sep 2021 | $195.3M | $195.3M | $0 | 8 | 8 |
| Apr 2021 | $195.3M | $195.3M | $0 | 8 | 8 |
| Mar 2021 | $195.3M | $195.3M | $0 | 8 | 8 |
| Mar 2021 | $195.3M | $195.3M | $0 | 8 | 8 |
| Mar 2021 | $1B | $1B | $0 | 9 | 8 |
| Feb 2021 | $1B | $1B | $0 | 9 | 8 |
| Oct 2020 | $174.4M | $18.3M | $156.1M | 9 | 4 |
| Jun 2020 | $174.4M | $18.3M | $156.1M | 9 | 4 |
| Jun 2020 | $174.4M | $18.3M | $156.1M | 9 | 4 |
| Mar 2020 | $174.4M | $18.3M | $156.1M | 9 | 4 |
| Mar 2020 | $174.4M | $18.3M | $156.1M | 9 | 4 |
| Mar 2020 | $174.4M | $18.3M | $156.1M | 9 | 4 |
| Jan 2019 | $136.9M | $16.6M | $120.3M | 7 | 3 |
| Oct 2018 | $145.3M | $18.1M | $127.2M | 7 | 3 |
| Oct 2018 | $145.3M | $18.1M | $127.2M | 7 | 3 |
| Sep 2018 | $145.3M | $18.1M | $127.2M | 7 | 3 |
| Apr 2018 | $145.3M | $18.1M | $127.2M | 7 | 3 |
| Feb 2018 | $145.3M | $18.1M | $127.2M | 7 | 3 |
| Jan 2018 | $113.1M | $16.2M | $96.9M | 5 | 0 |
| Dec 2017 | $113.1M | $16.2M | $96.9M | 5 | 0 |
| Jul 2017 | $113.1M | $16.2M | $96.9M | 5 | 600 |
DateMay 2025
Total AUM$57.4M
Discretionary$57.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$57.4M
Discretionary$57.4M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$241.4M
Discretionary$0
Non-Disc.$241.4M
Employees9
Clients51
DateOct 2024
Total AUM$241.4M
Discretionary$0
Non-Disc.$241.4M
Employees9
Clients51
DateMay 2024
Total AUM$241.4M
Discretionary$0
Non-Disc.$241.4M
Employees9
Clients51
DateJan 2024
Total AUM$241.4M
Discretionary$0
Non-Disc.$241.4M
Employees12
Clients51
DateJan 2023
Total AUM$218.6M
Discretionary$0
Non-Disc.$218.6M
Employees10
Clients51
DateJun 2022
Total AUM$248.8M
Discretionary$0
Non-Disc.$248.8M
Employees9
Clients8
DateJan 2022
Total AUM$248.8M
Discretionary$0
Non-Disc.$248.8M
Employees9
Clients8
DateOct 2021
Total AUM$195.3M
Discretionary$195.3M
Non-Disc.$0
Employees8
Clients8
DateSep 2021
Total AUM$195.3M
Discretionary$195.3M
Non-Disc.$0
Employees8
Clients8
DateApr 2021
Total AUM$195.3M
Discretionary$195.3M
Non-Disc.$0
Employees8
Clients8
DateMar 2021
Total AUM$195.3M
Discretionary$195.3M
Non-Disc.$0
Employees8
Clients8
DateMar 2021
Total AUM$195.3M
Discretionary$195.3M
Non-Disc.$0
Employees8
Clients8
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees9
Clients8
DateFeb 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees9
Clients8
DateOct 2020
Total AUM$174.4M
Discretionary$18.3M
Non-Disc.$156.1M
Employees9
Clients4
DateJun 2020
Total AUM$174.4M
Discretionary$18.3M
Non-Disc.$156.1M
Employees9
Clients4
DateJun 2020
Total AUM$174.4M
Discretionary$18.3M
Non-Disc.$156.1M
Employees9
Clients4
DateMar 2020
Total AUM$174.4M
Discretionary$18.3M
Non-Disc.$156.1M
Employees9
Clients4
DateMar 2020
Total AUM$174.4M
Discretionary$18.3M
Non-Disc.$156.1M
Employees9
Clients4
DateMar 2020
Total AUM$174.4M
Discretionary$18.3M
Non-Disc.$156.1M
Employees9
Clients4
DateJan 2019
Total AUM$136.9M
Discretionary$16.6M
Non-Disc.$120.3M
Employees7
Clients3
DateOct 2018
Total AUM$145.3M
Discretionary$18.1M
Non-Disc.$127.2M
Employees7
Clients3
DateOct 2018
Total AUM$145.3M
Discretionary$18.1M
Non-Disc.$127.2M
Employees7
Clients3
DateSep 2018
Total AUM$145.3M
Discretionary$18.1M
Non-Disc.$127.2M
Employees7
Clients3
DateApr 2018
Total AUM$145.3M
Discretionary$18.1M
Non-Disc.$127.2M
Employees7
Clients3
DateFeb 2018
Total AUM$145.3M
Discretionary$18.1M
Non-Disc.$127.2M
Employees7
Clients3
DateJan 2018
Total AUM$113.1M
Discretionary$16.2M
Non-Disc.$96.9M
Employees5
Clients0
DateDec 2017
Total AUM$113.1M
Discretionary$16.2M
Non-Disc.$96.9M
Employees5
Clients0
DateJul 2017
Total AUM$113.1M
Discretionary$16.2M
Non-Disc.$96.9M
Employees5
Clients600