Statetrust Capital, LLC.

StateTrust Capital, LLC provides portfolio management and advisory services to individuals (including high‑net‑worth and non‑U.S. clients), personal holding companies, and institutional clients, managing approximately $93.65 million for 143 accounts with a two‑advisor support structure. The firm offers initial planning interviews, investment policy development, selection and oversight of external money managers, and direct management of specified equity and fixed‑income strategies.

StateTrust generally manages client assets on a discretionary basis and combines internally managed sleeves with recommended third‑party managers; equity selection is driven by quantitative screens while fixed‑income portfolios are constructed with laddered maturities and credit‑quality review. The firm sponsors a wrap‑fee program (with execution and custody arrangements through AXOS Clearing, LLC), allows client‑imposed restrictions, and may accept non‑discretionary arrangements in certain cases.

What distinguishes StateTrust from many peers is its network of affiliated entities: an affiliated broker‑dealer (StateTrust Investments, Inc.) that provides introducing broker‑dealer services and shares personnel and office space, and international affiliates including an insurance arm and a BVI adviser (StateTrust Life & Annuities Ltd., Atlántica Seguros, S.A., and Advisors International Corp.), supporting a meaningful non‑U.S. client base. The brochure discloses a historical FINRA settlement involving the affiliated broker‑dealer in 2013 related to corporate bond markups and supervision, and reports no disciplinary matters since the last brochure update.