CRD: 121364
Mutual Trust Asset Mgmt., Inc.
Tampa, FL, 33607
8132640440
$58.4M Total AUM
$58.4M Disc. AUM
-33.4% 3Y CAGR
4 Employees
120 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Hilltop Securities
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-09-2002
- Office Locations
- 5
Office Locations
2701 N. Rocky Point Drive, Suite 1000 Tampa FL
3100 Gulf TO BAY Blvd STE 100 Clearwater FL
4739 Central AVE St. Petersburg FL
About Mutual Trust Asset Mgmt., Inc.
Mutual Trust Asset Mgmt., Inc. is a Tampa-based RIA with 5 offices. The firm has been operating for 23 years. Managing $58.4M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
61 AVG AGE
$14.6M AVG AUM / ADVISOR
$486.3K AVG AUM / CLIENT
4.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
23yrs Firm Age
Insights
Unlock to see real insight on pathway ember.
Request access to benchmark trends tied to radial atlas.
Open the full profile to inspect shifts in crest atlas.
Upgrade to reveal position-level detail across north ridge.
Request access to benchmark trends tied to crest.
Unlock to compare peer behavior around horizon bridge.
See the complete signal summary connected to momentum.
Unlock to compare peer behavior around beacon ember.
Asset Classes
Element eagle Pioneer beacon
Investment Themes
Radial wave Signal North
Investment Vehicles
Catalyst
Services
Fusion Focus Signal pathway Fusion frontier Capital summit Bridge Beacon
Owner & Executives
D
DEREK JAY CALTON
DIRECTOR, VICE PRESIDENT
- CRD
- #1192608
- Ownership
- Less than 5%
(693) 703-7576
wave.fusion@matrixcapital.com
in linkedin.com/in/peak-unison
DWAYNE KENT CALTON
DIRECTOR, President
- CRD
- #501638
- Ownership
- Less than 5%
(822) 537-2362
optima.oak@wavecapital.com
in linkedin.com/in/matrix-oak
B
Beacon momentum
Beacon peak beacon
- CRD
- #11929
- Ownership
- 2.5%
(512) 450-7762
eagle.fusion@matrixcapital.com
in linkedin.com/in/vector-fusion
Showing 2 of 5 owners & executives
Unlock allContacts
JED E BANDES
President
- CRD
- #722806
(951) 626-9014
meridian.capital@insightcapital.com
in linkedin.com/in/bridge-matrix
KEITH ALAN GOLDEN
--
- CRD
- #2111702
(837) 332-5267
radial.timber@summitcapital.com
in linkedin.com/in/vector-pathway
O
Optima ember
Pathway beacon peak
- CRD
- #39234
(744) 338-3218
vertex.capital@peakcapital.com
in linkedin.com/in/matrix-prime
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,355,433 | $486,295 |
| Non-Discretionary | $0 | -- |
| Total | $58,355,433 | $486,295 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $58,355,433
Equity - Exchange:
32.3% Public Funds:
8.8% U.S. Government/Agency:
19.5% Cash:
39.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,541,453,105 | 32.3% |
| Public Funds | $692,408,276 | 8.8% |
| U.S. Government/Agency | $1,534,313,794 | 19.5% |
| Cash | $3,100,100,693 | 39.4% |
| Total | $7,868,275,868 | 100.0% |