Statetrust Capital, Llc.
- Regulatory AUM
- $93.7M
- Discretionary
- $93.7M
- Clients
- 144
- Avg AUM / client
- $650K
- Accounts
- 238
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 91 | $21.7M | 23.2% |
| High net worth individuals | 52 | $47.7M | 50.9% |
| Insurance companies | 1 | $24.3M | 25.9% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cimbal, Jeffrey, Wayne | Coo | Jan 2003 (24y) | Less than 5% | |
| Jose Leon Maya | Director Of Statetrust Group, Llc | Jan 2005 (22y) | Less than 5% | |
| Joseph Luis Turnes | Executive Manager President And Director Of Statetrustgroup, Llc | Jan 2005 (22y) | Less than 5% | |
| Aponte, Napoleon, Arturo | Cco | Oct 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Statetrust Group Llc | Holding Company | Jan 2005 | A | 75% or more |
| Rt Family Trust | Active | Jan 2005 | B | ≈ 37.5% – 75% via Statetrust Group Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Rt Family Trust: 50% – 75% of Statetrust Group Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/07/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 07, 2026.
View current Form ADV (SEC/IAPD) ↗