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| Keyboard |
| Statetrust Capital LLC
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|
|---|---|
| CRD # | 114052 |
| SEC # | 801-60478 |
| CIK # | |
| AUM | 93.7 M (2026-03-11) |
| Employees | 4 (50% Investors, 100% Brokers) |
| Phone | 305-921-8101 |
| Address | 1750 Clint Moore Road Boca Raton, FL 33487 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 21.7 |
| (b) Individuals (high net worth individuals) | 52 | 47.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 24.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 238 | 93.7 |
| By Discretionary | ||
| Discretionary | 238 | 93.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 238 | 93.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 81.2 | |
| United States Persons | 12.4 | |
| Total | 238 | 93.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Saxon Securities LLC
✚
|
CA | 94.6 M |
|
Saddock Wealth LLC
✚
|
TX | 94.3 M |
|
Insight Securities Inc
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|
IL | 94.2 M |
|
Circle N Advisors LLC
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|
NY | 94.2 M |
|
Luesink Financial Planning LLC
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NY | 94.1 M |
|
Target Rock Wealth Management LLC
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|
NY | 94.0 M |
|
Henley & Company Wealth Management LLC
✚
|
NY | 93.9 M |
|
Oelschlager Investments LLC
✚
|
OH | 93.3 M |
|
Compass Investments LLC
✚
|
PA | 93.2 M |
|
Wealthspan Investment Management LLC
✚
|
MI | 93.1 M |