Central Trust Bank
Firm details
- Headquarters
- Jefferson City, Missouri
- CRD number
- 149262
- Registered since
- February 26, 2009
- Website
- centraltrust.net
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- State / Municipal Government49.63%
- Insurance Companies24.8%
- Corporations / Businesses21.05%
- Charitable Organizations4.51%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Central Trust Bank operates as an institutional RIA within a bank and trust company framework. Registered with the SEC since 2009, the firm serves an institutional client base and functions as a capital allocator, employing third-party managers where appropriate. Its advisory scope emphasizes portfolio management for businesses and institutions and the selection of other advisers rather than retail wealth management. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Central Trust Bank does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds56%
- Exchange Traded Equities22%
- Private Funds11%
- Investment Grade Corp Bonds10%
- State & Local Bonds1%
Owners & executives
1 of 1
Luis Flores
Executive Vice President & Chief Investment OfficerCRD 6116176
Contacts
2 of 2
Bruce Ring
Senior Vice President, Senior Portfolio ManagerCRD 1956707
Robin Holzschuh
Vice President and Compliance OfficerCRD 1861862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jefferson City, MO
Cole
Location
Jefferson City, MO
Headquartered in Jefferson City, MO, in the Midwest of the United States.
- Region
- Midwest
- County
- Cole
- Address
- 111 E Miller St
- Time zone
- CT (UTC-6)
- Office locations
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