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Trace Advisory Group, LLC

Trace Advisory Group, LLC

Company Details

Name:	Trace Advisory Group, LLC
Jurisdiction:	MISSISSIPPI
Business Type:	Limited Liability Company
Status:	Good Standing
Effective Date:	01 Oct 2019 (6 years ago)
Business ID:	1188416
ZIP code:	39157
County:	Madison
State of Incorporation:	MISSISSIPPI
Principal Office Address:	219 Industrial DriveRidgeland, MS 39157
Fictitious names:	Trace Advisory Group
Historical names:	The Breckenridge Group, LLC

Agent

Name	Role	Address
Irvin Leon Breckenridge III	Agent	219 Industrial Drive, Ridgeland, MS 39157

Manager

Name	Role	Address
Virginia Stearns Breckenridge	Manager	804 Steels Pt, Madison, MS 39110

Member

Name	Role	Address
Virginia Stearns Breckenridge	Member	804 Steels Pt, Madison, MS 39110
Irvin Leon "Trey" Breckenridge III	Member	804 Steels Pt, Madison, MS 39110
Thomas P. McDonnell III	Member	103 Woodleaf Cove, Madison, MS 39110
Caleb Robert Smith	Member	4307 Dalrymple Ct., Jackson, MS 39211

Filings

Type	Status	Filed Date	Description
Annual Report LLC	Filed	2025-02-19	Annual Report For Trace Advisory Group, LLC
Annual Report LLC	Filed	2024-02-13	Annual Report For Trace Advisory Group, LLC
Annual Report LLC	Filed	2023-04-05	Annual Report For Trace Advisory Group, LLC
Annual Report LLC	Filed	2022-04-01	Annual Report For Trace Advisory Group, LLC
Amendment Form	Filed	2021-10-26	Amendment For Trace Advisory Group, LLC
Fictitious Name Withdrawal	Filed	2021-10-26	Fictitious Name Withdrawal For Trace Advisory Group, LLC
Annual Report LLC	Filed	2021-03-29	Annual Report For Trace Advisory Group, LLC
Amendment Form	Filed	2020-09-22	Amendment For The Breckenridge Group, LLC
Fictitious Name Registration	Filed	2020-08-05	Fictitious Name Registration For The Breckenridge Group, LLC
Annual Report LLC	Filed	2020-03-25	Annual Report For The Breckenridge Group, LLC
Formation Form	Filed	2019-09-11	Formation For The Breckenridge Group, LLC

U.S. Small Business Administration Profile

Status

User ID

Name of Firm

Trade Name

UEI

Address

Active

P2521022

TRACE ADVISORY GROUP LLC

Z8KPQHJ1Z3K1

219 INDUSTRIAL DR, RIDGELAND, MS, 39157-2703

Capabilities Statement Link	-
Phone Number	601-988-4040
Fax Number	-
E-mail Address	trey.breckenridge@traceadvisory.com
WWW Page	www.traceadvisory.com
E-Commerce Website	https://www.traceadvisory.com
Contact Person	IRVIN BRECKENRIDGE
County Code (3 digit)	089
Congressional District	03
Metropolitan Statistical Area	3560
CAGE Code	8Z1D7
Year Established	2019
Accepts Government Credit Card	No
Legal Structure	Corporation
Ownership and Self-Certifications	Self-Certified Small Disadvantaged Business, Economically Disadvantaged Women-Owned Small Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office	MISSISSIPPI DISTRICT OFFICE (SBA office code 0470)
Capabilities Narrative	Trace Advisory Group is a woman-owned, small disadvantaged firm offering the best in accounting, compliance auditing, grants management, and operations support services to federal, state, and commercial clients nationwide. Trace Advisory Group’s team has over 35 years of management consulting experience and include Certified Public Accountants, Certified Internal Auditors, Project Management Professionals, and Certified Fraud Examiners (CFE). Trace Advisory Group’s mission is to add value to clients through innovative, forward-thinking support. Trace Advisory Group’s on-budget, on-time performance and commitment to delivery has made them the firm of choice to drive program administration, process development, and change management goals of leading government and business institutions. From enterprise strategy, business process reengineering, and life-cycle support, to outreach, technical assistance, and training, Trace Advisory Group delivers results-based solutions.
Special Equipment/Materials	(none given)
Business Type Percentages	Service (100 %)
Keywords	Accounting, Consulting, Grant Management, Monitoring, Management
Quality Assurance Standards	(none given)
Electronic Data Interchange capable	-

Current Principals

Name	Virginia Breckenridge
Role	Principal

Name	Irvin Breckenridge
Role	Principal

SBA Federal Certifications

HUBZone Certified	No
Women Owned Certified	Yes
Women Owned Pending	No
Economically Disadvantaged Women Owned Certified	No
Economically Disadvantaged Women Owned Pending	No
Veteran-Owned Small Business Certified	No
Veteran-Owned Small Business Joint Venture	No
Service-Disabled Veteran-Owned Small Business Certified	No
Service-Disabled Veteran-Owned Small Business Joint Venture	No

Bonding Levels

Description	Construction Bonding Level (per contract)
Level	$0

Description	Construction Bonding Level (aggregate)
Level	$0

Description	Service Bonding Level (per contract)
Level	$0

Description	Service Bonding Level (aggregate)
Level	$1,000,000

NAICS Codes with Size Determinations by NAICS

Primary	Yes
Code	541611
NAICS Code's Description	Administrative Management and General Management Consulting Services
Buy Green	Yes

Code	541219
NAICS Code's Description	Other Accounting Services
Buy Green	Yes

Code	541618
NAICS Code's Description	Other Management Consulting Services
Buy Green	Yes

Export Profile (Trade Mission Online)

Exporter	No
Export Business Activities	(none given)
Exporting to	(none given)
Desired Export Business Relationships	(none given)
Description of Export Objective(s)	(none given)

Date of last update: 03 Apr 2025

Sources: Mississippi Secretary of State