9AT: TRUSTMONT ADVISORY GROUP, INC.

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

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)

Reported AUM

1B 1B 997M 797M 598M 399M 199M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

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

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

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