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CENTRAL TRUST BANK

JEFFERSON CITY, MO · CRD 149262 · IAPD ↗ · 573-634-1105

$554.1MRegulatory AUM
3Advisory reps
4Employees
3346Clients
0Planning clients
0Private funds
4States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

43
April 2026 — CENTRAL TRUST BANK added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — CENTRAL TRUST BANK now reports custody of client assets ($554.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2025 — CENTRAL TRUST BANK notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — CENTRAL TRUST BANK added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — CENTRAL TRUST BANK crossed $500M in regulatory AUM ($489.5M -> $508.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — CENTRAL TRUST BANK grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
February 2025 — CENTRAL TRUST BANK notice-filed in TX.
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.