SourcingSourcing

THE CENTRAL TRUST BANK

B50
CRD 149262·SEC 801-69885·JEFFERSON CITY, MO
AUM
$554.1M
$500M-$1B
Est. Revenue
$5.5M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE CENTRAL TRUST BANK
CRD
149262
SEC file #
801-69885
EIN
436232349
DBA names
Central Trust Bank

Economics

AUM
$554.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$785.8M → $554.1M▼ -29%
Client mix
Corporations7
Insurance Companies3
Charitable Organizations2
State Or Municipal Govt2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
5 advisors → 3 advisors▼ -40%
Primary office
JEFFERSON CITY MO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CENTRAL BANCOMPANY, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
CENTRAL BANCOMPANY, INC.
HOLZSCHUH, ROBIN, RENEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
176,556
Form 5500 Compensation Trajectory 3y
2026176,556
Form 5500 Plan Count Trajectory 3y
20261
Schedule C Total Compensation
176,556
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001113526
Edgar Registered
Yes
Edgar Filing Count
30
Edgar First Filing Date
2000-05-25
Edgar Last Filing Date
2025-12-12
Edgar 13f Count
29
Edgar 13f Latest AUM Estimate
Filing Date2007-04-10
Accession0001113526-07-000002

Local market & wealth

Rank targets by how wealthy the local market is

Fdic Zip Total Deposits
1,414,880,000
Fdic Zip Branch Count
44
Fdic Zip Top Banks
Regions Bank
Union Planters Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (15)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
PO BOX 779JEFFERSON CITY, MO 65102
Business
PO BOX 779JEFFERSON CITY, MO 65102079
Edgar EIN
436232349
Edgar Recent Filings
SCHEDULE 13G2025-12-12 · 0001104659-25-120693
13F-HR2007-04-10 · 0001113526-07-000002
Fdic Zip Branches Raw
Home Savings and Loan Association of the City of Jefferson MissouriJefferson City, MO
Mutual Savings BankJefferson City, MO
Fdic Zip HHI
1409.61
Fdic Zip Top Bank Share Pct
24.75
Fdic Zip Year
2022
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
RING, BRUCE, ALDEN
IAR · Executive Officer · 2.5%
1956707
HOLZSCHUH, ROBIN, RENEE
Executive Officer · 2.5%
1861862
LUIS JASON FLORES
IAR
6116176