CENTRAL TRUST BANK

RIASEC RegisteredEst. 2009

Total AUM

$554M

Discretionary

$452M

82% of AUM

Avg account

$39.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: JEFFERSON CITY, Missouri
CRD number: 149262
Registered since: February 26, 2009
Website: centraltrust.net
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: State / Municipal Government49.63%
Insurance Companies24.8%
Corporations / Businesses21.05%
Charitable Organizations4.51%
Services: Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Central Trust Bank operates as a bank and trust company that also functions as a capital allocator for institutional clients. Registered with the SEC since 2009, the firm provides portfolio management for businesses and institutions and hires or selects third‑party advisers on behalf of clients. Its business model combines fiduciary trust services with advisory arrangements, and it charges a mix of percentage‑of‑AUM and fixed fees. Central Trust Bank is not identified as an active ESG investor. Regulatory classifications list the organization as an “other” type with domestic ownership; it is not designated as a multi‑state adviser. The bank’s activities and industry affiliations are centered on traditional banking and trust services rather than retail wealth management.