Financial Trust Asset Management Chartered
● SEC registered since 2025CRD 108998SEC# 801-132258Boca Raton, FL
Reg. AUM
$141.9M
Employees
5
Accounts
400
Location
Boca Raton, FL
Financial Trust Asset Management Chartered assets under management
Financial Trust Asset Management Chartered operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2025. It reports $141.9 million in regulatory assets under management and employs 5 people.
Financial Trust Asset Management Chartered owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Stephen Hueston | Cfo & Minority Partner | 10-25% | 2025 |
| Arno Otto Mayer Control | Chief Investment Officer & Majority Partner | Over 75% | 1989 |
| Gregory Michael Vigrass | Ceo, President & Minority Partner | 10-25% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Trust Asset Management Chartered manage?
Financial Trust Asset Management Chartered reports $141.9 million in regulatory assets under management on its Form ADV.
How many employees does Financial Trust Asset Management Chartered have?
Financial Trust Asset Management Chartered reports 5 employees.
Where is Financial Trust Asset Management Chartered located?
Financial Trust Asset Management Chartered is based in Boca Raton, FL and has been SEC-registered since 2025.
Does Financial Trust Asset Management Chartered disclose fund performance?
Financial Trust Asset Management Chartered is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10055 Yamato Road, Suite 103, Boca Raton, FL 33498-6102 |
| Phone | 561-391-8188 |
| Fax | 561-391-7721 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$141.9M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$141.9Mregulatory AUM
Discretionary $137.9MNon-discretionary $4M