The Central Trust Bank
- Regulatory AUM
- $554M
- Discretionary
- $452M
- Clients
- 14
- Avg AUM / client
- $39.6M
- Accounts
- 14
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Charitable organizations | 2 | $25.0M | 4.51% |
| State or municipal government entities | 2 | $275M | 49.6% |
| Insurance companies | 3 | $137M | 24.8% |
| Corporations and other businesses | 7 | $117M | 21.1% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Tlc Property Services 401(k) Plan Tlc Property Management Dba Tlc Property Services | 2024 | |
| Monnig Global 401(k) Profit Sharing Plan & Trust Monnig Global | 2024 | |
| Columbia Orthopaedic Group Profit Sharing Plan And Trust Columbia Orthopaedic Group Llp | 2024 | |
| 403(b) Plan For Good Samaritan Boys Ranch, Inc. Good Samaritan Boys Ranch, Inc. | 2024 | |
| True Independent Holdings 401(k) Plan True Media, Llc | 2024 | |
| Positronic Industries, Inc. 401(k) Retirement Savings Plan Positronic Industries, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bruce Alden Ring | President | CFA | Jul 2024 (2y) | Less than 5% |
| Holzschuh, Robin, Renee | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% | |
| Luis Jason Flores | Registered representative | CFA | Feb 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Central Bancompany | Owner | Nov 1970 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Tlc Property Services 401(k) Plan | Tlc Property Management Dba Tlc Property Services | 176 | $1.7M | 01/01/2024 |
| Monnig Global 401(k) Profit Sharing Plan & Trust | Monnig Global | 451 | $13.6M | 01/01/2024 |
| Columbia Orthopaedic Group Profit Sharing Plan And Trust | Columbia Orthopaedic Group Llp | 260 | $51.0M | 01/01/2024 |
| 403(b) Plan For Good Samaritan Boys Ranch, Inc. | Good Samaritan Boys Ranch, Inc. | 206 | $4.2M | 01/01/2024 |
| True Independent Holdings 401(k) Plan | True Media, Llc | 145 | $9.5M | 01/01/2024 |
| Positronic Industries, Inc. 401(k) Retirement Savings Plan | Positronic Industries, Inc. | 347 | $16.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.1 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
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Central Trust Company, A Division Of The Central Trust Bank $554M (100% of AUM) Mar 2026
- National Financial Services (Fidelity) $509M (100% of AUM) Mar 2025
- Central Bank $311M (69% of AUM) Mar 2023
- Raymond James $150M (33% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗