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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 14, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALTON, DEREK, JAY | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| CALTON, DEREK, JAY | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| CALTON, DEREK, JAY | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| CALTON, DEREK, JAY | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| CALTON, DEREK, JAY | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| CALTON, DEREK, JAY | I | VICE PRESIDENT/DIRECTOR | NA | Control |
| CALTON, DWAYNE, KENT | I | PRESIDENT/DIRECTOR | NA | Control |
| CALTON, DWAYNE, KENT | I | PRESIDENT/DIRECTOR | NA | Control |
| CALTON, DWAYNE, KENT | I | PRESIDENT/DIRECTOR | NA | Control |
| CALTON, DWAYNE, KENT | I | PRESIDENT/DIRECTOR | NA | Control |
| CALTON, DWAYNE, KENT | I | PRESIDENT/DIRECTOR | NA | Control |
| CALTON, DWAYNE, KENT | I | PRESIDENT/DIRECTOR | NA | Control |
| CICCATI, RANDALL, LEE | I | CEO/DIRECTOR | NA | Control |
| CICCATI, RANDALL, LEE | I | CEO/DIRECTOR | NA | Control |
| CICCATI, RANDALL, LEE | I | CEO/DIRECTOR | NA | Control |
| CICCATI, RANDALL, LEE | I | CEO/DIRECTOR | NA | Control |
| CICCATI, RANDALL, LEE | I | CEO/DIRECTOR | NA | Control |
| CICCATI, RANDALL, LEE | I | CEO/DIRECTOR | NA | Control |
| COLE, DAVID, SCOTT | I | CFO | NA | Control |
| Fussa Ocasio, Fernando | I | CFO | NA | Control |
| Fussa Ocasio, Fernando | I | CFO | NA | Control |
| Fussa Ocasio, Fernando | I | CFO | NA | Control |
| Fussa Ocasio, Fernando | I | CFO | NA | Control |
| Fussa Ocasio, Fernando | I | CFO | NA | Control |
| RAHMOUNI IDRISSI, SAAD | I | CCO | NA | Control |
| RAHMOUNI IDRISSI, SAAD | I | CCO | NA | Control |
| RAHMOUNI IDRISSI, SAAD | I | CCO | NA | Control |
| RAHMOUNI IDRISSI, SAAD | I | CCO | NA | Control |
| RAHMOUNI IDRISSI, SAAD | I | CCO | NA | Control |
| RAHMOUNI IDRISSI, SAAD | I | CCO | NA | Control |
| RICHARDSON, PAUL, REID | I | COO | NA | Control |
| RICHARDSON, PAUL, REID | I | COO | NA | Control |
| RICHARDSON, PAUL, REID | I | COO | NA | Control |
| RICHARDSON, PAUL, REID | I | COO | NA | Control |
| RICHARDSON, PAUL, REID | I | COO | NA | Control |
| RICHARDSON, PAUL, REID | I | COO | NA | Control |
| SINGH, RAMESHWAR | I | PRESIDENT OF ADVISORY SERVICES/DIRECTOR/SECRETARY | NA | Control |
| SINGH, RAMESHWAR | I | PRESIDENT OF ADVISORY SERVICES/DIRECTOR/SECRETARY | NA | Control |
| SINGH, RAMESHWAR | I | PRESIDENT OF ADVISORY SERVICES/DIRECTOR/SECRETARY | NA | Control |
| SINGH, RAMESHWAR | I | PRESIDENT OF ADVISORY SERVICES/DIRECTOR/SECRETARY | NA | Control |
| SINGH, RAMESHWAR | I | PRESIDENT OF ADVISORY SERVICES/DIRECTOR/SECRETARY | NA | Control |
| SINGH, RAMESHWAR | I | PRESIDENT OF ADVISORY SERVICES/DIRECTOR/SECRETARY | NA | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| BANDES, JED, E | I | PRESIDENT/CCO | E | Control |
| CALTON & ASSOCIATES, INC. | DE | SHAREHOLDER | E | Control |
| CALTON & ASSOCIATES, INC. | DE | SHAREHOLDER | E | Control |
| CALTON & ASSOCIATES, INC. | DE | SHAREHOLDER | E | Control |
| CALTON & ASSOCIATES, INC. | DE | SHAREHOLDER | E | Control |
| CALTON & ASSOCIATES, INC. | DE | SHAREHOLDER | E | Control |
| CALTON & ASSOCIATES, INC. | DE | SHAREHOLDER | E | Control |
Registrations
Federal
IA
May 14, 2025 REGISTERED
Notice Filings (6)
AZ CA FL MA MN TX
Address
2701 N. ROCKY POINT DRIVESUITE 1000
TAMPA, FL 33607
United States
Phone: 813-264-0440