SourcingSourcing

TRUSTMONT ADVISORY GROUP, INC.

C40
CRD 106015·SEC 801-30694·GREENSBURG, PA
AUM
$1.40B
$1B+
Est. Revenue
$14.0M
@ 1% on AUM
Est. EBITDA
$4.2M
@ 30% margin
Est. Deal Value
$33.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUSTMONT ADVISORY GROUP, INC.
CRD
106015
SEC file #
801-30694
EIN
—
DBA names
—

Economics

AUM
$1.40B
AUM band
$1B+
AUM trajectory
'20'26
$439.0M → $1.40B▲ +218%
Client mix
Individuals Other4,061
Individuals High Net Worth261

Operations

Employees (total)
61
Advisory staff (per ADV)
60
Advisory staff (5-yr trend)
'20'26
55 advisors → 60 advisors▲ +9%
Primary office
GREENSBURG PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
facebook.com/trustmontgroup(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DOCHINEZ, PETER, DANIEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
8
Control Persons
DOCHINEZ, PETER, DANIEL
HLADEK, ANTHONY, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:trustmont.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
81,239
Form 5500 Compensation Trajectory 3y
202581,239
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
81,239
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
44
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1062112
Trust Company Affiliate
No

People (53)

53
DOCHINEZ, PETER, DANIEL
IAR · Direct Owner · 62.5%
1062112
HLADEK, ANTHONY, CHARLES
IAR · Direct Owner · 17.5%
2700432
DOCHINEZ, LACEY, M
Direct Owner · 7.5%
5809867
BARZAK, DONALD, JOHN
IAR · Executive Officer · 2.5%
1856590
AULT, JAMES, DANIEL
IAR · Executive Officer · 2.5%
1439447
ABBOTT DECAROLIS, LAURA, JEAN
IAR · Executive Officer · 2.5%
1523919
MARY LYNNE HIXENBAUGH
Executive Officer · 2.5%
5623080
GEORGE PHILLIP HEBERT
Executive Officer · 2.5%
2309032
NANCY E. BENNETT
IAR
4614190
CHERIE LYNN GRECKO
IAR
6445749
DONALD JUSTIN TYME BARZAK
IAR
6298541
VERNON HUNTER COATES
IAR
5601437
Delaney Heenan
IAR
6514041
MICHAEL ANTHONY PETROCELLI
IAR
7175011
Ana Maria Harwood
IAR
7773555
JOHN JAMES MCDONOUGH
IAR
2514376
LYNN CHARLES APPELMAN
IAR
1209925
JOHN GERERD SONNTAG
IAR
1028922
STEVEN MICHAEL HAGOFSKY
IAR
1348049
Daniel Philip Hamilton
IAR
7310216
LAWRENCE PHILIP HAMILTON
IAR
1667988
C GENE PAVLIKOWSKI
IAR
2529300
MERLE DEAN KOON
IAR
1027600
MARY LOUISE PETRUCCI
IAR
2980671
KIRK DUMOND ALLISON
IAR
2352356
ERIC JAMES PORTER
IAR
2396406
JACK ALAN HEFFNER
IAR
1457641
JOHN FRANCIS MILLON
IAR
2996423
GERALD EDWIN CIBIK
IAR
1626412
Michael Benefield
IAR
6779420
Garret Alan Rigatti
IAR
7672849
Alexander Kenneth Hart
IAR
7484629
Allen Lassinger
IAR
7851509
KENNETH JOSEPH KASZAK
IAR
1692218
JOSH ALAN FRANKEL
IAR
2634443
SARA SOUTHERLAND ALLEY
IAR
2390896
WILLIAM CHRISTOPHER JOHNSTON
IAR
1051009
ROBERT BRIAN RAAB
IAR
2520823
STEVEN PAUL LEACH
IAR
1483809
JAMES EDWARD HARPER
IAR
1137830
JOHN CHARLES STONE
IAR
2905606
JOSEPH ALBERT SINCLAIR
IAR
5094752
Marcia Jean Kulberg
IAR
1776457
Robert Harwood
IAR
5356680
ROBERT CLINTON TURNER
IAR
1942577
BRYAN J LARRISON
IAR
2709096
Gio Vonne James Sanders
IAR
8011231
Ann Elizabeth Gunst
IAR
2133791
STEVEN MICHAEL EFFERT
IAR
2211629
FREDERICK LAWRENCE HELMICK
IAR
3175961
MICHELLE MARIE ADELSPERGER
IAR
4700067
LAWRENCE JAMES HUBERT
IAR
2000667
SUE H PATRICK
IAR
4263588