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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Central Trust Bank
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| CRD # | 149262 |
| SEC # | 801-69885 |
| CIK # | 0001175954 |
| AUM | $508.6 M (2025-03-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 573-634-1105 |
| Address | 111 East Miller Street Jefferson City, MO 65102 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 67.6 | ||
| Apple Inc | 19.1 | ||
| Microsoft Corp | 18.3 | ||
| Alphabet Inc | 17.0 | ||
| Amazon Com Inc | 15.6 | ||
| Facebook Inc | 15.0 | ||
| Costco Wholesale Corp /NEW | 14.1 | ||
| VISA Inc | 13.3 | ||
| Intuitive Surgical Inc | 9.1 | ||
| McGraw-hill Companies Inc | 8.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 24.6 |
| (i) State or municipal government entities | 2 | 244.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 137.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 102.0 |
| (n) Other | 0 | 0.0 |
| Total | 16 | 508.6 |
| By Discretionary | ||
| Discretionary | 15 | 398.6 |
| Non-Discretionary | 1 | 110.0 |
| Total | 16 | 508.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 508.6 | |
| Total | 16 | 508.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001175954] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IMC Advisors LLC
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|
IN | 0.5 |
|
Helen Stephens Group LLC
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|
TX | 0.5 |
|
Miramar Capital LLC
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|
IL | 0.5 |
|
Prostatis Group LLC
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|
MD | 0.5 |
|
McElhenny Sheffield Capital Management LLC
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|
TX | 0.5 |
|
RTW Financial Advisors Inc
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|
TX | 0.5 |
|
Tiempo Capital Partners LLC
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|
FL | 0.5 |
|
Argonautica Private Wealth Management Inc
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|
MA | 0.5 |
|
Tempus Wealth Planning LLC
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|
CA | 0.5 |
|
Kelly Financial Services LLC
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|
MA | 0.5 |