STATETRUST CAPITAL, LLC.
A67
CRD 114052·SEC 801-60478·BOCA RATON, FL
AUM
$93.7M
$25M-$100M
Est. Revenue
$937K
@ 1% on AUM
Est. EBITDA
$281K
@ 30% margin
Est. Deal Value
$2.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $90.8M
'21 · $131.5M
'22 · $105.8M
'23 · $105.8M
'25 · $92.4M
'26 · $93.7M
'20'26
$90.8M → $93.7M▲ +3%
Operations
Advisory staff (5-yr trend)
'20 · 9 advisors
'21 · 8 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 6 advisors
'26 · 2 advisors
'20'26
9 advisors → 2 advisors▼ -78%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited