A complete list of active advisors currently associated with Statetrust Capital, LLC.
Warmer can help you find a great advisor at Statetrust Capital, LLC. or one who fits your needs even better.
StateTrust Capital, LLC provides portfolio management and advisory services to individuals (including high‑net‑worth and non‑U.S. clients), personal holding companies, and institutional clients, managing approximately $93.65 million for 143 accounts with a two‑advisor support structure. The firm offers initial planning interviews, investment policy development, selection and oversight of external money managers, and direct management of specified equity and fixed‑income strategies. StateTrust generally manages client assets on a discretionary basis and combines internally managed sleeves with recommended third‑party managers; equity selection is driven by quantitative screens while fixed‑income portfolios are constructed with laddered maturities and credit‑quality review. The firm sponsors a wrap‑fee program (with execution and custody arrangements through AXOS Clearing, LLC), allows client‑imposed restrictions, and may accept non‑discretionary arrangements in certain cases. What distinguishes StateTrust from many peers is its network of affiliated entities: an affiliated broker‑dealer (StateTrust Investments, Inc.) that provides introducing broker‑dealer services and shares personnel and office space, and international affiliates including an insurance arm and a BVI adviser (StateTrust Life & Annuities Ltd., Atlántica Seguros, S.A., and Advisors International Corp.), supporting a meaningful non‑U.S. client base. The brochure discloses a historical FINRA settlement involving the affiliated broker‑dealer in 2013 related to corporate bond markups and supervision, and reports no disciplinary matters since the last brochure update.
To learn more about the advisors currently working at Statetrust Capital, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Boca Raton, FL
| 38
| |
Boca Raton, FL
| 36
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")