Firm profile

GLOBAL TRUST

PALM BEACH GARDENS, FLCRD 143120Latest ADV January 28, 2026

Global Trust is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated January 28, 2026, reports $385M in regulatory assets under management, 12 employees, 2 offices, and 743 accounts.

Assets Under Management
$385M
Employees
12
Offices
2 offices
Total Clients
274
Primary office
PALM BEACH GARDENS, FL
11300 U.S. HIGHWAY 1, SUITE 600, PALM BEACH GARDENS, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORadha Rai

Advisory services offered

2 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 48.5% of total clients.
Top client categories% of clientsClients
1
Individuals
48.5%
133
2
HNWI
31.0%
85
3
Pension Plans
11.7%
32
4
Corporations
8.8%
24
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$385Mas of January 28, 2026
Discretionary90.6%
$348M
91% of total RAUM90.6%
Non-discretionary9.4%
$36M
9% of total RAUM9.4%
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$385M
Total Accounts743
10Y AUM Change+$185M (+93.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee23:1
10Y Employee Change+3 (+33.3%)

* 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.