Data / Investment advisers / Florida / Mutual Trust Asset MGMT., Inc.
Mutual Trust Asset MGMT., Inc., Tampa, FL: $58.4 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Mutual Trust Asset MGMT., Inc. is an SEC registered investment adviser with its main office in Tampa, Florida and reports $58.4 million in regulatory assets under management in its Form ADV filed August 6, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and other fees.
The request: Watch Mutual Trust Asset MGMT., Inc. (CRD number 121364): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 121364
- SEC file number
- 801-111062
- SEC status
- Approved, effective August 29, 2017
- Main office
- 2701 N. Rocky Point Drive Suite 1000, Tampa, FL 33607
- Phone
- (813) 264-0440
- Regulatory AUM
- $58,355,433 in the Form ADV filed August 6, 2026
- Discretionary AUM
- $58,355,433
- Accounts
- 120
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- August 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 112 | $30.4 million |
| High net worth individuals | 8 | $28 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $58.4 million | March 31, 2026 |
| December 1, 2025 | $57.4 million | May 14, 2025 |
Other advisers in Tampa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Conscious Capital Wealth Management, LLC | Tampa | $131.3 million | Not listed | adviserinfo.sec.gov |
| Solist Financial | Tampa | $130.1 million | Not listed | adviserinfo.sec.gov |
| Craft Wealth Services | Tampa | $120.8 million | Not listed | adviserinfo.sec.gov |
| Peakshares LLC | Tampa | $110 million | Not listed | adviserinfo.sec.gov |
| Baytrust Wealth Management, LLC | Tampa | $97.7 million | Not listed | adviserinfo.sec.gov |
| FF Capital Partners, LLC | Tampa | Not listed | 31 | adviserinfo.sec.gov |
| Ballast Point Ventures | Tampa | Not listed | 8 | adviserinfo.sec.gov |
| Loci Capital Group, LLC | Tampa | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Tampa, FL
- Investment advisers in Florida
- Advisers with $50 million to $100 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Mutual Trust Asset MGMT., Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.