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MUTUAL TRUST ADVISORY GROUP
MUTUAL TRUST ADVISORY GROUP, INC.
CRD 277060 · SEC 801-121401
23190 FASHION DRIVE, SUITE P203, ESTERO, FL, 33928, United States
Phone
239-204-4333
Fax
239-204-4330
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$165.8M
Discretionary AUM
$165.8M
Team
3 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 126 | $64.7M |
| High net worth individuals | 50 | $101.1M |
States served
NC, SC, TX, FL
All web addresses on file
- https://www.linkedin.com/in/ryan-rocuant-cfp-0645b9175
- https://www.facebook.com/login/?next=https%3A%2F%2Fwww.facebook.com%2Fryan.rocuant.1%2F
- https://www.facebook.com/MutualTrustAdv/
- https://mutualtrustadvisorygroup.com/
- https://www.linkedin.com/in/scottrschatzlecfp/
- https://linkedin.com/company/5182044/admin
Official SEC filing: View on IAPD