SEC Form ADV

MUTUAL TRUST ADVISORY GROUP

Registered Investment AdviserFL
$165.8M
Assets Under Management
491
Total Clients
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Registration Details

Accession
CRD-277060
Location
ESTERO, FL
Filing Date
February 11, 2026
AUM
$165.8M
Total Clients
491
Amendment
No

About this Adviser

MUTUAL TRUST ADVISORY GROUP is a registered investment adviser headquartered in ESTERO, FL, managing approximately $165.8M in assets across 491 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.