$93.7M Total AUM
$93.7M Disc. AUM
-3.5% 3Y CAGR
4 Employees
144 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos · Citibank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-10-2001
- Office Locations
- 1
Office Locations
1750 Clint Moore Road Boca Raton FL
About Statetrust Capital, Llc.
StateTrust Capital is a privately held investment and wealth management firm serving high-net-worth individuals, families, corporations and trusts. It provides advisory and brokerage services alongside FX and private banking, with global asset/wealth management solutions in clients’ currency of choice. Operates across retail and institutional channels.
Team overview
49 AVG AGE
$46.8M AVG AUM / ADVISOR
$650.4K AVG AUM / CLIENT
17.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
NAPOLEON ARTURO APONTE
Chief Compliance Officer
- CRD
- #3051313
- Ownership
- Less than 5%
Available
Available
Available
J
JEFFREY WAYNE CIMBAL
Chief Operating Officer
- CRD
- #2028791
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,653,600 | $393,503 |
| Non-Discretionary | $0 | -- |
| Total | $93,653,600 | $393,503 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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