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STATETRUST CAPITAL, LLC.
CRD 114052 · SEC 801-60478
1750 CLINT MOORE ROAD, BOCA RATON, FL, 33487, United States
Phone
305-921-8101
Fax
305-921-8111
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$93.7M
Discretionary AUM
$93.7M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $21.7M |
| High net worth individuals | 52 | $47.7M |
| Insurance companies | 1 | $24.3M |
States served
CA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD