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MUTUAL TRUST ADVISORY GROUP, INC., CRD 277060
ESTERO, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| SCOTT RANDAL SCHATZLE | Certified Financial Planner | ESTERO, FL | 10 | 18 | 3 | no |
| Ryan Paul Rocuant | Certified Financial Planner | ESTERO, FL | 5 | 15 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| SCHATZLE, SCOTT, RANDAL | PRESIDENT, CCO | E | yes | 01/2013 | May 5, 2021 | Feb 8, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 11, 2026 | $166M | $166M | 3 | 2 | 0 | n/a | n/a |
| 2024 | Mar 14, 2025 | $128M | $128M | 2 | 2 | 0 | n/a | n/a |
| 2023 | Feb 8, 2024 | $165M | $161M | 3 | 3 | 0 | n/a | n/a |
| 2022 | Mar 10, 2023 | $124M | $121M | 3 | 3 | 1 | n/a | n/a |
| 2021 | Feb 7, 2022 | $236M | $236M | 3 | 3 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $166M | $128M | 29.5% | $124M | 10.2% | 3 | 2 | 0 | 0 |