Statetrust Capital, LLC.
● SEC registered since 2001CRD 114052SEC# 801-60478Boca Raton, FL
Reg. AUM
$93.7M
Employees
4
Accounts
238
Location
Boca Raton, FL
Statetrust Capital, LLC. assets under management
Statetrust Capital, LLC. is an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2001. It reports $93.7 million in regulatory assets under management and employs 4 people.
Statetrust Capital, LLC. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Wayne Cimbal Control | Coo | Under 5% | 2003 |
| Jose Leon Maya Control | Director Of Statetrust Group, Llc | Under 5% | 2005 |
| Joseph Luis Turnes Control | Executive Manager - President And Director Of Statetrustgroup, Llc | Under 5% | 2005 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Statetrust Capital, LLC. manage?
Statetrust Capital, LLC. reports $93.7 million in regulatory assets under management on its Form ADV.
How many employees does Statetrust Capital, LLC. have?
Statetrust Capital, LLC. reports 4 employees.
Where is Statetrust Capital, LLC. located?
Statetrust Capital, LLC. is based in Boca Raton, FL and has been SEC-registered since 2001.
Does Statetrust Capital, LLC. disclose fund performance?
Statetrust Capital, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1750 Clint Moore Road, Boca Raton, FL 33487 |
| Phone | 305-921-8101 |
| Fax | 305-921-8111 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$93.7M▼ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$93.7Mregulatory AUM
Discretionary $93.7M