Statetrust Capital, LLC

Overview

Statetrust Capital, LLC is a Wilmington-registered limited liability company that has been SEC-registered since 2001 and operates as a capital allocator to both individual/family and institutional clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also contracts to select other advisers on behalf of clients. Its compensation model combines percentage-of-assets-under-management fees with fixed fees. Statetrust is not an active ESG investor and is not structured as a multi-state adviser; its owner profile is a mix of a domestic entity and an individual. The firm maintains industry ties beyond advisory services: it is affiliated with a broker-dealer, another investment adviser, and an insurance company, which supports its product access and distribution, particularly for insurance-linked offerings.

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