Tech stack
No one at Trust Advisory Group LTD has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $236M held · filed Dec 2024
S
Stonex Financial Inc.
Per Form ADV · $222M held · filed Dec 2024