$384.5M Total AUM
$348.3M Disc. AUM
0.5% 3Y CAGR
12 Employees
274 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jefferies
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-16-2007
- Office Locations
- 6
Office Locations
11211 Prosperity Farms RD, STE B106 Palm Beach Gardens FL
11300 U.s. Highway 1 Suite 600 Palm Beach Gardens FL
-- Hollywood FL
About Global Trust
Global Trust is a Palm Beach Gardens, FL wealth management firm serving individuals and families with integrated financial planning, estate strategies, and family-office style support. The firm provides analytical investment management focused on risk management and portfolio construction, with meaningful use of ETFs alongside public funds and fixed income. Custody includes Charles Schwab and Fidelity/NFS, and it runs on Black Diamond.
Team overview
79 AVG AGE
$54.9M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
7 yrs AVG TENURE
12 Employees
7 Advisory Reps
8 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Legacy ridge Catalyst
Client Personas
Catalyst
Custodian
Beacon signal Signal catalyst Capital pathway
Investment Themes
Wave Meridian timber Glacier meridian
Investment Vehicles
Delta summit
Platform
Wave delta
Services
Crest Radial Zenith harbor Horizon alpha Oak pioneer Focus Bridge Momentum Harbor Radial Insight
Owner & Executives
BRIAN JOSEPH BRESCIA
Managing Partner, Partner
- CRD
- #5284683
- Ownership
- 75% or more
(542) 743-6616
wave.insight@quantumcapital.com
in linkedin.com/in/ridge-foundation
ALEXIA MCCLUSKEY
--
- CRD
- #6112071
- Ownership
- 10% but less than 25%
(338) 335-1909
ember.legacy@pathwaycapital.com
in linkedin.com/in/fusion-oak
V
Vector unison
Capital legacy
- CRD
- #54117
- Ownership
- 25.5%
(530) 722-9111
wave.delta@primecapital.com
in linkedin.com/in/catalyst-delta
Showing 2 of 4 owners & executives
Unlock allContacts
P
PATRICIA JILL ASHLEY
--
- CRD
- #2985259
(438) 216-3513
beacon.meridian@northcapital.com
in linkedin.com/in/element-unison
F
FRANK MARSH ASHLEY,III
--
- CRD
- #2578195
(730) 749-3624
bridge.zenith@capitalcapital.com
in linkedin.com/in/foundation-crest
D
Delta glacier
Bridge catalyst
- CRD
- #37375
(560) 420-5779
matrix.atlas@beaconcapital.com
in linkedin.com/in/value-ridge
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $348,336,545 | $488,551 |
| Non-Discretionary | $36,184,142 | $1,206,138 |
| Total | $384,520,687 | $517,524 |
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Separately Managed Accounts
Total SMA Asset: $384,520,687
Equity - Exchange:
27.5% Public Funds:
7.3% Cash:
21.1% U.S. Government/Agency:
28.5% Municipal Bonds:
15.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $277,034,352 | 27.5% |
| Public Funds | $73,540,028 | 7.3% |
| Cash | $212,560,903 | 21.1% |
| U.S. Government/Agency | $287,108,329 | 28.5% |
| Municipal Bonds | $157,154,032 | 15.6% |
| Total | $1,007,397,644 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER MOMENTUM | VITAL VERTEX | Z8Q5234NB | UDIED | 9.32% | $43,896,159 |
| VALUE EAGLE TIMBER | ATLAS VERTEX | S07D7ADJO | AVKOJ | 10.43% | $93,817,694 |
| ATLAS CATALYST | ALPHA PIONEER | CHTJZDBHY | OMY | 4.89% | $114,022,455 |
| OPTIMA FOUNDATION SIGNAL | PRIME ALPHA | HET0Z6895 | BOQ | 5.84% | $108,215,249 |
| BEACON NORTH CATALYST | FOUNDATION EAGLE | EQ89HLEW3 | JRUPL | 11.12% | $8,001,091 |
| EAGLE UNISON PEAK | VERTEX PIONEER | MNU43YEN6 | ZFQG | 10.93% | $116,069,970 |
| QUANTUM CAPITAL | CATALYST UNISON | VGGSI0IZK | JDKR | 6.59% | $44,275,737 |
| PIONEER PIONEER BEACON | ZENITH FOCUS | YL57JVQ2Y | AYR | 12.35% | $88,009,522 |