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- Custodian
- Charles Schwab & Company · Pershing · Stonex · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-25-1994
- Office Locations
- 14
Office Locations
About Trust Advisory Group LTD
Trust Advisory Group Ltd is an Alabama-based RIA serving retail and institutional clients with wealth management and financial planning, including tax/estate planning, retirement plan guidance, insurance, and charitable strategies. Portfolios emphasize ETFs alongside mutual funds and fixed income. The firm supports advisor workflows on Envestnet and Pontera and custody relationships include Schwab and Pershing.
Team overview
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Owner & Executives
ANDREW R CHAMBLESS
Broker, General Counsel
- CRD
- --
- Ownership
- Less than 5%
STUART ANDREW DAVISON
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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LUIGI ANTHONY ALTIERI
Financial Advisor, General Partner
- CRD
- #4046055
PETER PATRICK CAHILL
--
- CRD
- #2891582
Showing 2 of 27 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $313,523,737 | $395,863 |
| Non-Discretionary | $0 | -- |
| Total | $313,523,737 | $395,863 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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