Statetrust Capital, LLC

RIASEC RegisteredEst. 2001

Total AUM

$93.7M

Discretionary

$93.7M

100% of AUM

Avg account

$394K

Accounts

238

Employees

Advisory reps

Firm details

Headquarters: Boca Raton, Florida
CRD number: 114052
Registered since: August 10, 2001
Website: www.statetrust.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI50.94%
Insurance Companies25.9%
Individuals23.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Statetrust Capital, LLC is an SEC-registered investment adviser organized as an LLC and in operation since 2001. The firm acts as a capital allocator and provides both financial planning and discretionary portfolio management across individual, family and institutional clients. Service offerings include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of outside advisers to fill specialized needs. Compensation is a mix of AUM-based fees and fixed fees. Statetrust is not identified as an active ESG investor and reports affiliations with a broker‑dealer, another investment adviser and an insurance company, which informs its distribution and product access.