Investment adviser · CRD 114052
STATETRUST CAPITAL, LLC.
Investment adviser filing (IA)
BOCA RATON, FL, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $93.7M Form ADV · Item 5.F
- Client accounts
- 238 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 52 | $47,711,500 | 50.9% |
| Insurance companies | Fewer than 5 | $24,259,700 | 25.9% |
| Individuals | 91 | $21,682,400 | 23.2% |
Filing source
Form ADV 2134601 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1750 CLINT MOORE ROADBOCA RATON, FL, 33487, United States
CRD 114052
Filing source
Form ADV 2134601 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.