JEFFERSON CITY, MOCRD 149262Latest ADV March 13, 2026
Central Trust Bank is an SEC registered investment adviser with a primary office location in Jefferson City, MO. Its latest Form ADV filing, dated March 13, 2026, reports $554M in regulatory assets under management, 4 employees, 4 offices, and 14 accounts.
Assets Under Management
$554M
Employees
4
Offices
4 offices
Total Clients
14
Primary office
JEFFERSON CITY, MO
111 EAST MILLER STREET, JEFFERSON CITY, MO, United States
Top client segmentCorporations represent 50.0% of total clients.
Top client categories% of clientsClients
1
Corporations
50.0%
7
2
Insurance Cos.
21.4%
3
3
Charitable
14.3%
2
4
Government
14.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$554Mas of March 13, 2026
Discretionary81.5%
$452M
82% of total RAUM81.5%
Non-discretionary18.5%
$102M
18% of total RAUM18.5%
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$554M
Total Accounts14
10Y AUM Change+$38M (+7.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee4:1
10Y Employee Change-2 (-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.