Financial Trust Asset Management Chartered is an SEC registered investment adviser organized as a corporation with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 31, 2026, reports $142M in regulatory assets under management, 5 employees, 2 offices, and 400 accounts.
Assets Under Management
$142M
Employees
5
Offices
2 offices
Total Clients
208
Primary office
BOCA RATON, FL
10055 YAMATO ROAD, SUITE 103, BOCA RATON, FL, United States
Top client segmentIndividuals represent 72.6% of total clients.
Top client categories% of clientsClients
1
Individuals
72.6%
151
2
HNWI
23.6%
49
3
Corporations
2.4%
5
4
Pension Plans
1.0%
2
5
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$142Mas of March 31, 2026
Discretionary97.2%
$138M
97% of total RAUM97.2%
Non-discretionary2.8%
$4M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$142M
Total Accounts400
10Y AUM Change+$27M (+23.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee42:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.