# Trustmont Advisory Group, Inc.

> Trustmont Advisory Group, Inc. is an SEC-registered investment advisory firm in Greensburg, PA, registered since 1987, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 106015
- Filed as: TRUSTMONT ADVISORY GROUP, INC.
- Also doing business as: APPELMAN FINANCIAL, HELMICK & COMPANY WEALTH ADVISORS, LLC, HORIZON FINANCIAL ADVISORS, PWR PLANNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greensburg, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106015
- AdvisorCensus page: https://advisorcensus.com/firm/trustmont-advisory-group-inc-greensburg-pa-106015

## Quick answers

**How is Trustmont Advisory Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Trustmont Advisory Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Trustmont Advisory Group, Inc.'s brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Trustmont Advisory Group, Inc. located?**
Trustmont Advisory Group, Inc.'s principal office is in Greensburg, PA, according to its Form ADV; the April 2026 filing also lists 14 other offices (Schedule D, Section 1.F).

**Is Trustmont Advisory Group, Inc. registered with the SEC or a state?**
Trustmont Advisory Group, Inc. is an SEC-registered investment advisory firm, registered since 1987. Status as filed: Approved. CRD 106015.

**How much does Trustmont Advisory Group, Inc. manage?**
Trustmont Advisory Group, Inc. reports $1,395,307,006 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Trustmont Advisory Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Trustmont Advisory Group, Inc.: Regulatory assets under management: $651,155,823 in the October 2021 data and $1,395,307,006 in the October 2026 data, up 114%. Total employees: 63 in October 2021 and 61 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trustmont Advisory Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,061); high net worth individuals (261).

**Does Trustmont Advisory Group, Inc. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106015

**What changed in Trustmont Advisory Group, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 41 to 60. Regulatory assets under management went from $1,126,006,619 to $1,395,307,006 (+24%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> When we manage your investments for you, we are typically paid a percentage of the value of the assets we manage. This fee can be no more than 2% a year.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,395,307,006
- Discretionary: $1,395,307,006
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,061 | $889,719,791 |
| High net worth individuals | 261 | $505,587,215 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1987 (38 years)
- Employees: 61 total, 60 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, IA, IL, IN, KY, MA, MD, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106015

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bloomsburg, PA
- Broomall, PA
- Confluence, PA
- Cortland, OH
- Flourtown, PA
- Hermitage, PA
- Latrobe, PA
- Mauldin, SC
- Monroeville, PA
- Murrysville, PA
- Newport, PA
- Newtown, CT
- Valley Stream, NY
- Wilkes-Barre, PA

### Websites listed on Form ADV (Item 1.I)
- trustmontgroup.com
- Facebook @TrustmontGroup
- LinkedIn @trustmont-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $651,155,823 | 63 | March 30, 2021 |
| October 2022 | $839,823,533 | 63 | March 31, 2022 |
| October 2023 | $722,784,317 | 60 | March 28, 2023 |
| October 2024 | $919,449,401 | 64 | July 3, 2024 |
| October 2025 | $1,126,006,619 | 59 | March 31, 2025 |
| October 2026 | $1,395,307,006 | 61 | March 30, 2026 |

Regulatory assets under management: $651,155,823 in the October 2021 data and $1,395,307,006 in the October 2026 data, up 114%.
Total employees: 63 in October 2021 and 61 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 41 to 60.
- Regulatory assets under management went from $1,126,006,619 to $1,395,307,006 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trustmont Advisory Group, Inc. (CRD 106015): Form ADV filing data as of October 2026.