Data / Investment advisers / Florida / Global Trust
Global Trust, Palm Beach Gardens, FL: $450 million AUM, SEC registered investment adviser
Global Trust is an SEC registered investment adviser with its main office in Palm Beach Gardens, Florida and reports $450 million in regulatory assets under management in its Form ADV filed July 15, 2026. Its clients include high net worth individuals, pension and profit sharing plans and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 143120
- SEC file number
- 801-68778
- SEC status
- Approved, effective February 1, 2008
- Legal name
- Global Trust Asset Management, LLC
- Main office
- 11300 U.S. Highway 1 Suite 600, Palm Beach Gardens, FL 33408
- Phone
- (561) 472-0191
- Website
- gbltrust.com
- Regulatory AUM
- $450,243,060 in the Form ADV filed July 15, 2026
- Discretionary AUM
- $406,515,602
- Non discretionary AUM
- $43,727,458
- Accounts
- 799
- Employees
- 12, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 15, 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 |
|---|---|---|
| High net worth individuals | 111 | $355.3 million |
| Pension and profit sharing plans | 27 | $38.5 million |
| Corporations or other businesses | 24 | $25.2 million |
| Individuals (other than high net worth individuals) | 114 | $22.9 million |
| State or municipal government entities | Fewer than 5 | $8.4 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 |
|---|---|---|
| August 3, 2026 | $450.2 million | July 15, 2026 |
| February 2, 2026 | $384.5 million | January 28, 2026 |
| December 1, 2025 | $440.5 million | April 21, 2025 |
Other advisers in Palm Beach Gardens
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| American Ventures IM LLC | Palm Beach Gardens | $838.7 million | 27 | adviserinfo.sec.gov |
| Zega Investments, LLC | Palm Beach Gardens | $614 million | Not listed | adviserinfo.sec.gov |
| Vine Investment Advisors, LP | Palm Beach Gardens | $583.5 million | 8 | adviserinfo.sec.gov |
| Atticus Wealth Management | Palm Beach Gardens | $565.3 million | Not listed | adviserinfo.sec.gov |
| Convergence Investment Partners, LLC | Palm Beach Gardens | $523.6 million | Not listed | adviserinfo.sec.gov |
| Poinciana Advisors Group, LLC | Palm Beach Gardens | $396 million | Not listed | adviserinfo.sec.gov |
| Great Elm Capital Management, LLC | Palm Beach Gardens | $346.1 million | 1 | adviserinfo.sec.gov |
| Priderock Fund Management Partners, LLC | Palm Beach Gardens | $283.6 million | 15 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Palm Beach Gardens, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Global Trust 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.