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STATETRUST CAPITAL, LLC.

BOCA RATON, FL · CRD 114052 · IAPD ↗ · statetrust.com · 305-921-8101

$93.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — STATETRUST CAPITAL, LLC.'s Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
March 2026 — STATETRUST CAPITAL, LLC. shrank from 6 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
42
March 2025 — STATETRUST CAPITAL, LLC. notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.