9AT: TRUSTMONT ADVISORY GROUP, INC.

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 11/27/1987
ADV Location	GREENSBURG, PA, United States
Contact Info	724 xxxxxxx
Websites

AUM^*	1,395,307,006 52%
of that, discretionary	1,395,307,006 52%
Number of Employees	61 -5%
of those in investment advisory functions	60
Private Fund GAV^*	0
Avg Account Size	219,803 22%
% High Net Worth	6.02% 96%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser EMERGINGWEALTH INVESTMENT MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM22.2m	#Funds-
Adviser BASE WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM326.3m	#Funds-
Adviser COPPELL ADVISORY SOLUTIONS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser GRADIENT INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM8.2b	#Funds-
Adviser TFP MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM273.0m	#Funds-
Adviser BEACON CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM278.3m	#Funds-
Adviser SURIENCE PRIVATE WEALTH LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM124.0m	#Funds-
Adviser SLOAN INVESTMENT MANAGEMENT, L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM716.2m	#Funds-
Adviser COOPER FINANCIAL SERVICES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM184.1m	#Funds-
Adviser CROAK CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM363.9m	#Funds-

Brochure Summary

Overview

The following pages describe Trustmont Advisory Group’s services, fee arrangements, and business practices. Peter D. Dochinez owns approximately 80% of Trustmont Advisory Group. We have been in business since 1997. We advise customers in several ways. One or more of the following options can be chosen. 1. We write Financial Plans after speaking with the customer. A questionnaire may also be utilized to collect your pertinent information. 2. We give financial advice to customers. This is done by analyzing your current investments and discussing your willingness to accept risk. We may also consider the amount of tax you pay each year. Then, we may suggest other investments and may explain why the proposed changes should be made. Since we are also registered representatives licensed to make trades, we may offer to place trades for you. We may earn a commission on these trades. How we are paid is outlined in Item 10. 3. We help to manage our customers’ investments for a fee. Before

we can make any adjustments to your investments, you must first grant us the authority to do so. You may have to pay a commission for the recommended trades. If you grant us permission the do the trade for you, we may earn the commission. You can tell us what kinds of investments to use; you can also tell us what we should not invest in. All changes to your account will be reported on your regular statements. 4. As of December 31, 2022, we manage approximately 4660 accounts worth approximately $723 million. All of these assets are managed on a discretionary basis. 5. We conduct seminars for groups of customers and/or potential customers. We will talk in general terms about investments and give attendees some ideas of what we offer our customers. 6. We do not have our own wrap fee programs. 7. We may suggest you use a wrap fee program from a company with which we have a working relationship. We may be compensated if you choose to work with one of these wrap fee programs.

TRUSTMONT ADVISORY GROUP, INC.

TRUSTMONT ADVISORY GROUP, INC.

CHAPEL HILL CAPITAL MANAGEMENT INC

TRUSTMONT FINANCIAL GROUP, INC.

TRUSTMARK ADVISORY GROUP, INC.

APPELMAN FINANCIAL

PWR PLANNERS

HORIZON FINANCIAL ADVISORS

PRAXIS CAPITAL

HELMICK & COMPANY WEALTH ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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TRUSTMONT ADVISORY GROUP, INC. TRUSTMONT ADVISORY GROUP, INC. CHAPEL HILL CAPITAL MANAGEMENT INC TRUSTMONT FINANCIAL GROUP, INC. TRUSTMARK ADVISORY GROUP, INC. APPELMAN FINANCIAL PWR PLANNERS HORIZON FINANCIAL ADVISORS PRAXIS CAPITAL HELMICK & COMPANY WEALTH ADVISORS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

TRUSTMONT ADVISORY GROUP, INC.

TRUSTMONT ADVISORY GROUP, INC.

CHAPEL HILL CAPITAL MANAGEMENT INC

TRUSTMONT FINANCIAL GROUP, INC.

TRUSTMARK ADVISORY GROUP, INC.

APPELMAN FINANCIAL

PWR PLANNERS

HORIZON FINANCIAL ADVISORS

PRAXIS CAPITAL

HELMICK & COMPANY WEALTH ADVISORS, LLC