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Financial Trust Asset Management Chartered

● SEC registered since 2025CRD 108998SEC# 801-132258Boca Raton, FL
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Reg. AUM
$115.3M
Employees
4
Accounts
416
Location
Boca Raton, FL

Financial Trust Asset Management Chartered assets under management

Financial Trust Asset Management Chartered operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2025. It reports $115.3 million in regulatory assets under management and employs 4 people.

Financial Trust Asset Management Chartered owners & executives

4 reported
NameTitleOwnershipSince
Anthony Stephen HuestonCfo & Minority Partner10-25%2025
Arno Otto Mayer ControlChief Investment Officer & Majority PartnerOver 75%1989
Gregory Michael Vigrass ControlCeo, President & Minority Partner10-25%2023
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Frequently asked questions

How much does Financial Trust Asset Management Chartered manage?

Financial Trust Asset Management Chartered reports $115.3 million in regulatory assets under management on its Form ADV.

How many employees does Financial Trust Asset Management Chartered have?

Financial Trust Asset Management Chartered reports 4 employees.

Where is Financial Trust Asset Management Chartered located?

Financial Trust Asset Management Chartered is based in Boca Raton, FL and has been SEC-registered since 2025.

Does Financial Trust Asset Management Chartered disclose fund performance?

Financial Trust Asset Management Chartered is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10055 Yamato Road, Suite 103, Boca Raton, FL 33498-6102
Phone561-391-8188
Fax561-391-7721
Office hours9:00 a.m. To 4:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$111.6M
Non-discretionary$3.7M
Total (RAUM)$115.3M