Overview
Assets Under Management: $92 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 80
Average Client Assets: $0.7 million
Frequently Asked Questions
STATETRUST CAPITAL, LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114052), STATETRUST CAPITAL, LLC. is subject to fiduciary duty under federal law.
STATETRUST CAPITAL, LLC. is headquartered in BOCA RATON, FL.
STATETRUST CAPITAL, LLC. serves 80 high-net-worth clients according to their SEC filing dated October 06, 2025. View client details ↓
According to their SEC Form ADV, STATETRUST CAPITAL, LLC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
STATETRUST CAPITAL, LLC. manages $92 million in client assets according to their SEC filing dated October 06, 2025.
According to their SEC Form ADV, STATETRUST CAPITAL, LLC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.39%
Average Client Assets: $0.7 million
Total Client Accounts: 235
Discretionary Accounts: 235
Regulatory Filings
CRD Number: 114052
Filing ID: 2019792
Last Filing Date: 2025-10-06 11:46:00