DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

T•••••••• A••••••• G••••• I•••

Broker-dealer affiliated wealth managerGreensburg, PennsylvaniaCRD 106015SEC 801-30694websiteIAPD
Latest filing Mar 30, 2026
First filing on the tape Mar 21, 2012 · 32 filings
SEC status approved since Nov 27, 1987
RAUM
$1.4B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$1.4B individuals and HNW
Advisors
65
registered through the firm on IAPD
RAUM per advisor
$21.5M
derived; firm RAUM over IAPD count
Employees
61
60 advisory (5.B.1)
Offices
46
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$1.4B as of Mar 30, 2026
Mar 21, 2012$343M then
HNW client RAUM$506M as of Mar 30, 2026
Mar 27, 2020$188M then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 21, 20120 then
Employees (5.A)61 as of Mar 30, 2026
Mar 27, 201375 then
Private funds: no history
RAUM +24% over the last fiscal year+25% a year over threeIARs 0 to 0offices 50 to 46
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
  • Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
  • Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
RAUM per advisor
$21.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
66derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.9MderivedHNW RAUM over HNW clients
Average account
$219,803derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
0.9derivedItem 5.A over advisors
Advisors per office
1.4derived47 offices incl. principal (1.F.5)
RAUM growth, one year
+24%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
+9.6%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • is a broker-dealer (6.A.1)
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$890M64%
  • High-net-worth individuals$506M36%
Individual clients
4,061reported
HNW clients
261reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
6,348reported
Financial planning clients
26-50reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=59.0derived
Advisors registered through the firm
65 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
P•••• D••••• D•••••••Certified Financial PlannerGreensburg, PaMar 30, 200143 y0
L•••• J••• A••••• D••••••••Certified Financial PlannerMonroeville, Pa Sep 27, 200240 y1
J••• J•••• M••••••••Greensburg, Pa Sep 27, 200232 y0
M••• L••••• P•••••••Confluence, PaSep 30, 200228 y0
L••• C•••••• A•••••••Bloomsburg, PaAug 2, 200442 y0
J••• F•••••• M•••••Greensburg, Pa Aug 30, 200438 y1
D••••• N••••• L•••••W••••••Sport, PaSep 28, 200439 y0
L••••••• P••••• H•••••••Certified Financial PlannerGreensburg, Pa May 5, 200639 y2
K••• D••••• A••••••Newport, Pa Jan 22, 200733 y0
A••••• L•••• C••••••Chartered Financial ConsultantGreensburg, Pa Jan 29, 200727 y0
D•••••• J••• S••••Greensburg, Pa Mar 7, 200727 y0
A•••••• C•••••• H•••••Greensburg, PaApr 19, 200730 y1
S••••• M•••••• H•••••••Kittanning, Pa Jan 7, 200841 y1
W••••• P•••••••Certified Financial PlannerGreensburg, Pa Jul 8, 200840 y1
J••••• A••••• S•••••••Greensburg, PaFeb 9, 200920 y0
M•••• D••• K•••Certified Financial PlannerGreensburg, Pa May 14, 200944 y1
J••• G••••• S••••••Greensburg, Pa Sep 2, 200944 y1
D•••• N••• G•••••South Melville, Ny Dec 4, 200928 y2
N•••• E• B••••••Certified Financial PlannerLatrobe, Pa Jan 4, 201017 y1
K•••••• J••••• K•••••Pittsburg, Pa Jan 25, 201039 y1
E•••• F•••••• M•••••Greensburg, Pa Aug 23, 201028 y5
S••• S••••••••• A••••Greensburg, Pa Aug 25, 201032 y4
M••• L•••• H•••••••••Greensburg, PaSep 2, 201023 y0
E••• J•••• P•••••Certified Financial PlannerGreensburg, Pa Sep 20, 201033 y1
M••••••• M•••• A•••••••••Greensburg, Pa Jan 21, 201134 y0
J•••• E••••• H•••••Greensburg, Pa Aug 8, 201135 y1
J••• A••• H••••••Chartered Financial ConsultantGreensburg, Pa Jan 4, 201240 y1
M••• W•••••• P••••Conneaut Lake, Pa Apr 29, 201325 y3
J••• C•••••• S••••Erie, Pa Jan 6, 201530 y2
F•••••••• L••••••• H••••••Certified Financial PlannerGreensburg, Pa Jan 6, 201627 y2
J•••• D••••• A•••Greensburg, Pa Mar 18, 201640 y0
D••••• J••• B•••••Chartered Financial ConsultantGreensburg, Pa Apr 27, 201631 y1
R••••• B•••• R•••Chartered Financial ConsultantGreensburg, Pa May 23, 201631 y2
W•••••• C••••••••• J•••••••Greensburg, Pa Oct 18, 201644 y0
C• G••• P•••••••••J•••Stown, Pa Jan 4, 201731 y3
R••••• C•••••• T•••••Sharon, Pa Aug 28, 201837 y0
G••••• M••••••Des Plaines, Il Jul 5, 201931 y4
J••• A••• F••••••East Setauket, Ny Jul 30, 201931 y6
M•••••• B••••••••Greenwood, In Oct 1, 201910 y1
L••••••• J•••• H•••••Haddon Field, Nj Nov 13, 201936 y3
All 65 advisors at T•••••••• A••••••• G••••• I•••
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 1.5% of current headcount4 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • D•••••••• P••••• D••••• · Owner Representativecontrol
    since 12/1997 · owns 50% to 75%
  • H••••••••• M•••• L•••• · Chief Compliance Officer Representative Representativecontrol
    since 10/2018 · owns less than 5%
  • H•••••• A••••••• C•••••• · Presidentcontrol
    since 04/2007 · owns 10% to 25%
  • A••••• D••••••••• L••••• J••• · Owner/Registered Representative
    since 01/2001 · owns 5% to 10%
  • A•••• J••••• D••••• · Owner/Registered Representative
    since 12/2019 · owns less than 5%
  • B•••••• D•••••• J••• · Owner/Registered Representative
    since 12/2019 · owns less than 5%
  • D•••••••• L••••• M• · Director
    since 12/2022 · owns 5% to 10%
  • H•••••• G•••••• P•••••• · Owner
    since 01/2001 · owns less than 5%
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Greensburg, Pa · principal6231
Monroeville, Pa400
Murrysville, Pa300
Bloomsburg, Pa300
Wilkesbarre, Pa200
W••••••Sport, Pa200
Broomall, Pa200
Cortland, Oh200
Tampa, Fl200
A•••••• Park, Pa000
Offices
Schedule D 1.F, the 25 largest
  • Bloomsburg, PA3 employees
  • Cortland, OH2 employees
  • Murrysville, PA2 employees
  • Monroeville, PA2 employees
  • Murrysville, PA2 employees
  • Broomall, PA2 employees
  • Wilkes-Barre, PA2 employees
  • Va•••• Stream, NY1 employees
  • , 1 employees
  • Beaver Falls, PA1 employees
  • , 1 employees
  • Mauldin, SC1 employees
  • , 1 employees
  • Flourtown Fort, PA1 employees
  • , 1 employees
  • Baden, PA1 employees
  • Hermitage, PA1 employees
  • Latrobe, PA1 employees
  • , 1 employees
  • Confluence, PA1 employees
  • Newtown, CT1 employees
  • Newport, PA1 employees
  • , 1 employees
  • , 1 employees
  • , 1 employees
What changed
consecutive filings, newest first
  • Accounts · 5,387 to 6,348
    Mar 31, 2025 to Mar 30, 2026
  • Advisory employees · 41 to 60
    Mar 31, 2025 to Mar 30, 2026
  • BD registered reps · 53 to 59
    Mar 31, 2025 to Mar 30, 2026
  • HNW clients · 179 to 261
    Mar 31, 2025 to Mar 30, 2026
  • Individual clients · 3,766 to 4,061
    Mar 31, 2025 to Mar 30, 2026
  • Employees · 59 to 61
    Mar 31, 2025 to Mar 30, 2026
  • Other offices · 50 to 46
    Mar 31, 2025 to Mar 30, 2026
  • Discretionary RAUM · $1.1B to $1.4B
    Mar 31, 2025 to Mar 30, 2026
  • HNW RAUM · $353M to $506M
    Mar 31, 2025 to Mar 30, 2026
  • Individual RAUM · $773M to $890M
    Mar 31, 2025 to Mar 30, 2026
  • RAUM · $1.1B to $1.4B
    Mar 31, 2025 to Mar 30, 2026
  • Accounts · 5,109 to 5,387
    Oct 31, 2024 to Mar 31, 2025
  • Advisory employees · 60 to 41
    Oct 31, 2024 to Mar 31, 2025
  • BD registered reps · 58 to 53
    Oct 31, 2024 to Mar 31, 2025
  • HNW clients · 107 to 179
    Oct 31, 2024 to Mar 31, 2025
  • Individual clients · 3,362 to 3,766
    Oct 31, 2024 to Mar 31, 2025
  • Employees · 64 to 59
    Oct 31, 2024 to Mar 31, 2025
  • Financial planning clients · 26-50 to 26-50
    Oct 31, 2024 to Mar 31, 2025
  • Discretionary RAUM · $919M to $1.1B
    Oct 31, 2024 to Mar 31, 2025
  • HNW RAUM · $231M to $353M
    Oct 31, 2024 to Mar 31, 2025
  • Individual RAUM · $688M to $773M
    Oct 31, 2024 to Mar 31, 2025
  • RAUM · $919M to $1.1B
    Oct 31, 2024 to Mar 31, 2025
  • Accounts · 4,660 to 5,109
    Dec 19, 2023 to Mar 22, 2024
  • Advisory employees · 58 to 60
    Dec 19, 2023 to Mar 22, 2024
  • BD registered reps · 56 to 58
    Dec 19, 2023 to Mar 22, 2024
  • HNW clients · 85 to 107
    Dec 19, 2023 to Mar 22, 2024
  • Individual clients · 3,094 to 3,362
    Dec 19, 2023 to Mar 22, 2024
  • Employees · 60 to 64
    Dec 19, 2023 to Mar 22, 2024
  • Other offices · 47 to 50
    Dec 19, 2023 to Mar 22, 2024
  • Discretionary RAUM · $723M to $919M
    Dec 19, 2023 to Mar 22, 2024
  • HNW RAUM · $164M to $231M
    Dec 19, 2023 to Mar 22, 2024
  • Individual RAUM · $559M to $688M
    Dec 19, 2023 to Mar 22, 2024
  • RAUM · $723M to $919M
    Dec 19, 2023 to Mar 22, 2024
  • Accounts · 4,647 to 4,660
    Mar 31, 2022 to Mar 28, 2023
  • Advisory employees · 59 to 58
    Mar 31, 2022 to Mar 28, 2023
  • BD registered reps · 59 to 56
    Mar 31, 2022 to Mar 28, 2023
  • HNW clients · 124 to 85
    Mar 31, 2022 to Mar 28, 2023
  • Individual clients · 3,083 to 3,094
    Mar 31, 2022 to Mar 28, 2023
  • Employees · 63 to 60
    Mar 31, 2022 to Mar 28, 2023
  • Other offices · 42 to 47
    Mar 31, 2022 to Mar 28, 2023
Signals
14 dated events
  • G•• V•••• J•••• S•••••• left T•••••••• A••••••• G••••• I••• for N••••••••• M••••• I••••••••• S••••••••• (registered 2026-06-11)
    May 21, 2026 · Advisor changed firm · fact
  • G•••••• M•••• S••• left T•••••••• A••••••• G••••• I••• for L•• F•••••••• L•• (registered 2025-12-05)
    Jun 4, 2025 · Advisor changed firm · fact
  • S••••• C•••• B•••••••• left T•••••••• A••••••• G••••• I••• for L•• F•••••••• L•• (registered 2024-08-02)
    Aug 2, 2024 · Advisor changed firm · fact
  • L•••• S••••• left T•••••••• A••••••• G••••• I••• for S••••• A•••• M••••••••• L••••• (registered 2024-05-21)
    May 20, 2024 · Advisor changed firm · fact
  • T•••••••• A••••••• G••••• I••• reported RAUM $919.4M, up 27% from $722.8M (2023-12-19 to 2024-03-22)
    Mar 22, 2024 · RAUM change · derived
  • T•••••••• A••••••• G••••• I••• reported 47 offices beyond its principal office, up from 42 (2022-03-31 to 2023-03-28)
    Mar 28, 2023 · Office count change · derived
  • M•••••• C••• P••••••••• left T•••••••• A••••••• G••••• I••• for B••••••••• W••••• A•••••••• L•• (registered 2024-12-02)
    Jan 24, 2023 · Advisor changed firm · fact
  • J••••• W••••• left T•••••••• A••••••• G••••• I••• for L•• F•••••••• L•• (registered 2022-11-01)
    Nov 1, 2022 · Advisor changed firm · fact
  • J•••• W••••• left T•••••••• A••••••• G••••• I••• for L•• F•••••••• L•• (registered 2022-11-01)
    Nov 1, 2022 · Advisor changed firm · fact
  • M••• K•••••••• P•••• left T•••••••• A••••••• G••••• I••• for L•• F•••••••• L•• (registered 2022-11-02)
    Nov 1, 2022 · Advisor changed firm · fact
  • 3 advisors left T•••••••• A••••••• G••••• I••• (Greensburg, PA) for L•• F•••••••• L•• on the same day
    Nov 1, 2022 · Team lift-out · derived
  • T•••••••• A••••••• G••••• I••• reported 42 offices beyond its principal office, down from 53 (2021-03-30 to 2022-03-31)
    Mar 31, 2022 · Office count change · derived
  • T•••••••• A••••••• G••••• I••• reported RAUM $839.8M, up 29% from $651.2M (2021-03-30 to 2022-03-31)
    Mar 31, 2022 · RAUM change · derived
  • T•••••••• A••••••• G••••• I••• reported RAUM $555.2M, up 26% from $439.0M (2019-03-27 to 2020-03-27)
    Mar 27, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Firm profile
linkedin.com/company/trustmont-groupreportedpublic record, Form ADV, Sep 18, 2026
Website
trustmontgroup.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
724-468-5665reportedpublic record, Form ADV, Mar 30, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor
$21.5Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026