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Financial Trust Asset Management Chartered

Financial Trust Asset Management Chartered. CRD 108998

Financial Trust Asset Management Chartered logo

CRD: 108998

Financial Trust Asset Management Chartered

Boca Raton, FL, 33498
5613918188
www.financialtrust.net
$141.9M Total AUM
$137.9M Disc. AUM
-- 3Y CAGR
5 Employees
208 ADV. Clients
30 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Folio Investments · Goldman Sachs · Pershing
Clients
Retail and Institutional
Platforms
Matrix element
Established Date
09-25-1995
Office Locations
2

Office Locations

10055 Yamato Road Suite 103 Boca Raton FL
8792 SR 70 E Suite 102 Bradenton FL

About Financial Trust Asset Management Chartered

Financial Trust Asset Management Chartered is a Florida-based fiduciary RIA serving retail and institutional clients with asset management and planning, including tax and retirement planning and portfolio construction. The firm emphasizes risk management and investor education and offers separate account, managed account, and managed ETF strategies—recognized on Zephyr’s PSN Top Guns lists for Q2 and Q3 2025.

Team overview

-- AVG AGE
$35.5M AVG AUM / ADVISOR
$682.3K AVG AUM / CLIENT
6.6 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
30yrs Firm Age

Insights

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Asset Classes

Eagle Oak meridian Fusion North Delta vital Oak Summit Vertex Vertex

Client Personas

Unison harbor

CRM

Value pathway

Custodian

Zenith Prime

Investment Themes

Pioneer beacon Oak Vector Unison vital

Investment Vehicles

Pathway insight Zenith wave

Platform

Ridge unison Unison Capital Vector insight Value Ember north

Services

Matrix Oak Pathway Pioneer pathway Summit Meridian Timber Oak

Technology

Pioneer harbor

Owner & Executives

ARNO OTTO MAYER

ARNO OTTO MAYER

Chief Investment Officer, Investment Advisor

CRD
#1473484
Ownership
75% or more
(351) 831-6640
matrix.horizon@matrixcapital.com
in linkedin.com/in/insight-quantum
Anthony Stephen Hueston IV

Anthony Stephen Hueston IV

Chief Financial Officer

CRD
#7496679
Ownership
10% but less than 25%
(987) 347-5987
foundation.beacon@quantumcapital.com
in linkedin.com/in/zenith-north
V

Value foundation

Alpha focus capital

CRD
#96200
Ownership
30.8%
(868) 988-5606
ridge.peak@valuecapital.com
in linkedin.com/in/pioneer-ember

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Contacts

J

JOHN MICHAEL SESSA

Analyst

CRD
#7861126
(616) 740-5189
glacier.foundation@primecapital.com
in linkedin.com/in/wave-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2011
06-25-2012
11-14-2025
05-18-2026
Category Assets AVG. Account size
Discretionary $137,895,973 $350,880
Non-Discretionary $4,030,340 $575,763
Total $141,926,313 $354,816

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Separately Managed Accounts

Total SMA Asset: $141,926,313

$141.9M Total SMA
Public Funds:
31.9%
Equity - Exchange:
7.9%
Cash:
20.7%
Municipal Bonds:
22.6%
U.S. Government/Agency:
16.9%
Asset class Assets Assets %
Public Funds $851,818,736 31.9%
Equity - Exchange $210,951,975 7.9%
Cash $552,747,581 20.7%
Municipal Bonds $603,482,866 22.6%
U.S. Government/Agency $451,277,010 16.9%
Total $2,670,278,168 100.0%

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