Statetrust Capital, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 11, 2026, reports $94M in regulatory assets under management, 4 employees, and 238 accounts.
Assets Under Management
$94M
Employees
4
Offices
--
Total Clients
144
Primary office
BOCA RATON, FL
1750 CLINT MOORE ROAD, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.2% of total clients.
Top client categories% of clientsClients
1
Individuals
63.2%
91
2
HNWI
36.1%
52
3
Insurance Cos.
0.7%
1
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$94Mas of March 11, 2026
Discretionary100.0%
$94M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$94M
Total Accounts238
10Y AUM Change$-2M (-1.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee36:1
10Y Employee Change-42 (-91.3%)
* 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.