Data / Investment advisers / Missouri / Central Trust Bank
Central Trust Bank, Jefferson City, MO: $554 million AUM, SEC registered investment adviser
Central Trust Bank is an SEC registered investment adviser with its main office in Jefferson City, Missouri and reports $554 million in regulatory assets under management in its Form ADV filed March 13, 2026. Its clients include state and municipal governments, insurance companies and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 149262
- SEC file number
- 801-69885
- SEC status
- Approved, effective February 26, 2009
- Legal name
- The Central Trust Bank
- Main office
- 111 East Miller Street, Jefferson City, MO 65102
- Phone
- (573) 634-1105
- Regulatory AUM
- $554,140,533 in the Form ADV filed March 13, 2026
- Discretionary AUM
- $451,695,237
- Non discretionary AUM
- $102,445,296
- Accounts
- 14
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Missouri Chartered Trust Bank
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 2 | $275 million |
| Insurance companies | 3 | $137.4 million |
| Corporations or other businesses | 7 | $116.7 million |
| Charitable organizations | 2 | $25 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $554.1 million | March 13, 2026 |
| December 1, 2025 | $508.6 million | March 28, 2025 |
Other advisers in Missouri
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Monetary Management Group Inc | St Louis | $583.8 million | Not listed | adviserinfo.sec.gov |
| Stieven Capital Advisors, L.P. | St. Louis | $563.4 million | 2 | adviserinfo.sec.gov |
| Strongbox Wealth, LLC | Lee's Summit | $562.4 million | Not listed | adviserinfo.sec.gov |
| Wedgewood Partners, Inc. | St Louis | $560.7 million | Not listed | adviserinfo.sec.gov |
| Capital Investment Management, Inc | Lee's Summit | $558.9 million | Not listed | adviserinfo.sec.gov |
| 25 Financial | Saint Louis | $545 million | Not listed | adviserinfo.sec.gov |
| Prosperity Planning | North Kansas City | $543.2 million | Not listed | adviserinfo.sec.gov |
| Ninth Avenue Capital, LP | Kansas City | $536 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Missouri
- Advisers with $500 million to $1 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving insurance companies
- Central Trust Bank on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.