Josh Alan Frankel
Investment adviser representative at Trustmont Advisory Group, Inc.
16 yearsExperience
2 statesRegistered in
$1.4BFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Trustmont Advisory Group, Inc.Jul 2019 to now
- Trustmont Financial Group, Inc.Jul 2019 to now
- Capital Financial Services, IncJan 2016 to Jul 2019
- American Capital Partners, LLCNov 2010 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Trustmont Advisory Group, Inc.
$1.4BAssets managed
4,322Clients
63Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2634443
- Firm CRD
- 106015