STATETRUST CAPITAL, LLC.
CRD #114052 SEC #801-60478 BOCA RATON, FL 305-921-8101
SEC Registered
Total AUM
$92.4M
Discretionary
$92.4M
Employees
12
Clients
0
Accounts
235
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $92.4M | $92.4M | $0 | 12 | 0 |
| Mar 2025 | $101.6M | $101.6M | $0 | 6 | 0 |
| Mar 2025 | $101.6M | $101.6M | $0 | 6 | 0 |
| Feb 2025 | $101.6M | $101.6M | $0 | 6 | 0 |
| Mar 2024 | $100.6M | $100.6M | $0 | 6 | 0 |
| Mar 2024 | $100.6M | $100.6M | $0 | 6 | 0 |
| Aug 2023 | $90.9M | $90.9M | $0 | 5 | 0 |
| Mar 2023 | $90.9M | $90.9M | $0 | 5 | 0 |
| Sep 2022 | $105.8M | $105.8M | $0 | 35 | 0 |
| Feb 2022 | $105.8M | $105.8M | $0 | 35 | 0 |
| Aug 2021 | $115.8M | $115.8M | $0 | 37 | 0 |
| Jun 2021 | $115.8M | $115.8M | $0 | 37 | 0 |
| Feb 2021 | $115.8M | $115.8M | $0 | 37 | 0 |
| May 2020 | $131.5M | $131.5M | $0 | 41 | 290 |
| Feb 2020 | $131.5M | $131.5M | $0 | 41 | 290 |
| Oct 2019 | $90.8M | $90.8M | $0 | 46 | 265 |
| Mar 2019 | $90.8M | $90.8M | $0 | 46 | 265 |
| Feb 2019 | $99.1M | $99.1M | $0 | 46 | 266 |
| Oct 2018 | $99.1M | $99.1M | $0 | 46 | 266 |
| Mar 2018 | $99.1M | $99.1M | $0 | 46 | 266 |
| Mar 2017 | $95.4M | $95.4M | $0 | 46 | 300 |
| Mar 2016 | $91.2M | $91.2M | $0 | 46 | 300 |
| Mar 2015 | $92.5M | $92.5M | $0 | 46 | 300 |
| Jul 2014 | $93.1M | $93.1M | $0 | 19 | 300 |
| Mar 2014 | $93.1M | $93.1M | $0 | 19 | 300 |
| Aug 2013 | $117.9M | $117.9M | $0 | 46 | 300 |
| Jul 2013 | $117.9M | $117.9M | $0 | 46 | 300 |
| Feb 2013 | $117.9M | $117.9M | $0 | 46 | 300 |
| Jan 2013 | $114.4M | $114.4M | $0 | 9 | 300 |
| Mar 2012 | $122.2M | $122.2M | $0 | 11 | 400 |
| Dec 2011 | $115.8M | $115.8M | $0 | 11 | 400 |
| Feb 2009 | $74.7M | $74.7M | $0 | -- | -- |
| Mar 2007 | $84.8M | $84.8M | $0 | -- | -- |
| Oct 2005 | $128M | $128M | $0 | -- | -- |
| Sep 2005 | $128M | $128M | $0 | -- | -- |
| Mar 2004 | $50.2M | $50.2M | $0 | -- | -- |
| Aug 2001 | $5.6M | $4.1M | $1.5M | 10 | -- |
DateOct 2025
Total AUM$92.4M
Discretionary$92.4M
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$100.6M
Discretionary$100.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$90.9M
Discretionary$90.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$90.9M
Discretionary$90.9M
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees35
Clients0
DateFeb 2022
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees35
Clients0
DateAug 2021
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees37
Clients0
DateJun 2021
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees37
Clients0
DateFeb 2021
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees37
Clients0
DateMay 2020
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees41
Clients290
DateFeb 2020
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees41
Clients290
DateOct 2019
Total AUM$90.8M
Discretionary$90.8M
Non-Disc.$0
Employees46
Clients265
DateMar 2019
Total AUM$90.8M
Discretionary$90.8M
Non-Disc.$0
Employees46
Clients265
DateFeb 2019
Total AUM$99.1M
Discretionary$99.1M
Non-Disc.$0
Employees46
Clients266
DateOct 2018
Total AUM$99.1M
Discretionary$99.1M
Non-Disc.$0
Employees46
Clients266
DateMar 2018
Total AUM$99.1M
Discretionary$99.1M
Non-Disc.$0
Employees46
Clients266
DateMar 2017
Total AUM$95.4M
Discretionary$95.4M
Non-Disc.$0
Employees46
Clients300
DateMar 2016
Total AUM$91.2M
Discretionary$91.2M
Non-Disc.$0
Employees46
Clients300
DateMar 2015
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees46
Clients300
DateJul 2014
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees19
Clients300
DateMar 2014
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees19
Clients300
DateAug 2013
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees46
Clients300
DateJul 2013
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees46
Clients300
DateFeb 2013
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees46
Clients300
DateJan 2013
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees9
Clients300
DateMar 2012
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees11
Clients400
DateDec 2011
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees11
Clients400
DateFeb 2009
Total AUM$74.7M
Discretionary$74.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$84.8M
Discretionary$84.8M
Non-Disc.$0
Employees--
Clients--
DateOct 2005
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$50.2M
Discretionary$50.2M
Non-Disc.$0
Employees--
Clients--
DateAug 2001
Total AUM$5.6M
Discretionary$4.1M
Non-Disc.$1.5M
Employees10
Clients--