# TRUST ADVISORY GROUP LTD

TRUST ADVISORY GROUP LTD of BIRMINGHAM, AL is an SEC-registered investment adviser.

## Registration

- CRD: 106926
- Type: SEC-registered investment adviser
- SEC file number: 801-46919
- Location: 2 PERIMETER PARK SOUTH, SUITE 500 WEST, BIRMINGHAM, AL, 35243
- Phone: 800-292-2411
- Latest filing: 2026-06-17
- Regulatory AUM: $313.5M
- Discretionary AUM: $313.5M
- Clients: 22
- Accounts: 792

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| [Carter Don Wilson](https://search.stillhousedata.com/person/75235) | PRESIDENT, CEO | Phoenix, AZ |
| [Jay Wilson Carter](https://search.stillhousedata.com/person/669581) | CHIEF EXECUTIVE OFFICER, DIRECTOR; PRESIDENT, CEO | — |
| [Joseph John Porzio](https://search.stillhousedata.com/person/669584) | CHIEF FINANCIAL OFFICER | — |
| [Marcus Bryant Richardson](https://search.stillhousedata.com/person/670807) | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER / CHIEF EXECUTIVE OFFICER | — |
| [William John Dunaway](https://search.stillhousedata.com/person/670808) | DIRECTOR | — |
| [Charles Martin Lyon](https://search.stillhousedata.com/person/670809) | DIRECTOR | — |
| [John Francis Calvano](https://search.stillhousedata.com/person/670810) | CHIEF COMPLIANCE OFFICER | — |
| [Mark L Maurer](https://search.stillhousedata.com/person/670811) | DIRECTOR | — |
| [Andrew R Chambless](https://search.stillhousedata.com/person/670812) | GENERAL COUNSEL | — |
| [Stuart Andrew Davison](https://search.stillhousedata.com/person/670813) | DIRECTOR | — |
| [Philip Andrew Smith](https://search.stillhousedata.com/person/670814) | DIRECTOR | — |
| [James Buchanan Mcauslan](https://search.stillhousedata.com/person/670815) | DIRECTOR | — |
| [Sean Michael O'Connor](https://search.stillhousedata.com/person/726492) | DIRECTOR | — |
| [OLSSON STEPHEN CHARLES](https://search.stillhousedata.com/person/735007) | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| [KELLY ROBERT](https://search.stillhousedata.com/person/739002) | CCO | — |
| [O'CONNOR SEAN MICHAEL](https://search.stillhousedata.com/person/768590) | DIRECTOR | — |
| [MCCANCE WILLIAM HENRY](https://search.stillhousedata.com/person/774515) | CCO; CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER (+1 more) | — |
| [LEMOINE SUSAN MARIE](https://search.stillhousedata.com/person/774516) | PRINCIPAL | — |
| [CALVANO JOHN FRANCIS](https://search.stillhousedata.com/person/822823) | CHIEF COMPLIANCE OFFICER | — |
| [RICHARDSON MARCUS BRYANT](https://search.stillhousedata.com/person/833365) | CHIEF OPERATIONS OFFICER | — |
| [DUNAWAY WILLIAM JOHN](https://search.stillhousedata.com/person/838106) | DIRECTOR | — |
| [LYON CHARLES MARTIN](https://search.stillhousedata.com/person/838108) | DIRECTOR | — |
| [MAURER MARK L](https://search.stillhousedata.com/person/863466) | DIRECTOR | — |
| [PORZIO JOSEPH JOHN](https://search.stillhousedata.com/person/863572) | CHIEF FINANCIAL OFFICER | — |
| [CHAMBLESS ANDREW R](https://search.stillhousedata.com/person/879914) | GENERAL COUNSEL | — |


## Disclosures (11)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2022-06-07 | regulatory | ON JUNE 7, 2022, THE FIRM, WITHOUT ADMITTING OR DENYING THE FINDINGS, CONSENTED TO THE ENTRY OF THE U.S. SECURITIES AND EXCHANGE COMMISSION'S ORDER INSTITUTING ADMINISTRATIVE AND CEASE-AND DESIST PROCEEDINGS, PURSUANT TO SECTIONS 203(E) AND 203(K) OF THE INVESTMENT ADVISERS ACT OF 1940, MAKING FINDI… | Final | $50K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106926/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106926/similar
- Related entities: https://search.stillhousedata.com/firm/106926/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106926

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.