TRUST ADVISORY GROUP LTD

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UUIDe2f0e84f-7d7f-5b9f-a9d7-a7c2124317f4

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:49

Updated2025-10-23 02:24:32

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	106926	106926	—	1.0
cik	0000926106	926106	—	—
sec_file_number	801-46919	801-46919	—	—

Profile

Websitehttps://www.paramountfingrp.com/

HQ CityBIRMINGHAM

HQ StateAL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)494,407,359.0
RAUM (discretionary)494,407,359.0
Actionable assets248,447,107.0
Accounts1,720.0

Institutional Clients

Government AUM0.0
Pension AUM845,496.0
Charitable AUM1,343,716.0
HNW AUM240,823,945.0

As of 2025-07-29 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
CALVANO, JOHN, FRANCIS	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2014986", "owner_id": "1717560", "source": "adv_part1", "table": "Schedule_A_B"}
CARTER, JAY, WILSON	CHIEF EXECUTIVE OFFICER, DIRECTOR	OFFICER	—	{"filing_id": "2014986", "owner_id": "2412541", "source": "adv_part1", "table": "Schedule_A_B"}
CHAMBLESS, ANDREW, R	GENERAL COUNSEL	OFFICER	—	{"filing_id": "2014986", "owner_id": "5119116", "source": "adv_part1", "table": "Schedule_A_B"}
DAVISON, STUART, ANDREW	DIRECTOR	OFFICER	—	{"filing_id": "2014986", "owner_id": "7824576", "source": "adv_part1", "table": "Schedule_A_B"}
DUNAWAY, WILLIAM, JOHN	DIRECTOR	OFFICER	—	{"filing_id": "2014986", "owner_id": "6505923", "source": "adv_part1", "table": "Schedule_A_B"}
LYON, CHARLES, MARTIN	DIRECTOR	OFFICER	—	{"filing_id": "2014986", "owner_id": "4000852", "source": "adv_part1", "table": "Schedule_A_B"}
MAURER, MARK, L	DIRECTOR	OFFICER	—	{"filing_id": "2014986", "owner_id": "4234406", "source": "adv_part1", "table": "Schedule_A_B"}
McAuslan, James, Buchanan	DIRECTOR	OFFICER	—	{"filing_id": "2014986", "owner_id": "7658964", "source": "adv_part1", "table": "Schedule_A_B"}
PORZIO, JOSEPH, JOHN	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2014986", "owner_id": "1319702", "source": "adv_part1", "table": "Schedule_A_B"}
RICHARDSON, MARCUS, BRYANT	CHIEF OPERATIONS OFFICER	OFFICER	—	{"filing_id": "2014986", "owner_id": "3037932", "source": "adv_part1", "table": "Schedule_A_B"}
SMITH, PHILIP, ANDREW	DIRECTOR	OFFICER	—	{"filing_id": "2014986", "owner_id": "4999097", "source": "adv_part1", "table": "Schedule_A_B"}
STONEX GROUP INC.	OWNER	OFFICER	—	{"filing_id": "2014986", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:32 • csv
```
{
  "date_submitted": "09/09/2025 11:21:11 AM",
  "filing_id": "2014986",
  "reg_type": "IA"
}
```