Truxton Trust
- Company typePublic
- Founded2004
- HeadquartersNashville, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
Truxton Trust firmographics
Firmographics- Name
- Truxton Trust
- Legal name
- Truxton Trust
- Website
- https://truxtontrust.com
- Company type
- Public
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Truxton Trust industry classification
Industry- Product category
- Private Banking and Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592), Savings Institutions and Other Depository Credit Intermediation (52218)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Trust, Fiduciary & Estate Planning Services (FSABADAG)
- akta.pro secondary industries
- Family Office Trust & Fiduciary Services (FSAEAKAF), Personal & Family Trust Services (FSAAANAA), Personal Trust & Fiduciary Administration (FSAEAKAA), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Trust Administration & Fiduciary Accounting Services (FSAAANAF)
Keywords
Where Truxton Trust is headquartered
LocationHeadquarters
- HQ city
- Nashville
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Truxton Trust business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Fees: Fee-based wealth management services for high-net-worth and ultra-high-net-worth families, typically charged as a percentage of assets under management or flat fees for advisory services.
- Banking Operations: Interest income from lending activities and deposits. The company reported $1.16 billion in total deposits as of Q3 2025 and provides creative lending solutions and personalized depository services.
- Capital Advisory: Consultative services and investment banking strategies for family-owned businesses, including M&A advisory, valuation analysis, and strategic transaction support.
- Dividends: Truxton Corporation, the financial holding company parent, pays quarterly cash dividends to shareholders. The dividend was increased to $0.88 per share in Q2 2026.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Truxton Trust product offering
Product offeringCore offering
Founded in 2004 and headquartered in Nashville, Tennessee, Truxton Trust is a private bank and wealth management firm serving high-net-worth individuals, families, and family-owned businesses. The firm operates three primary service lines: Wealth Management, Banking, and Capital Advisors, complemented by a dedicated family office offering that consolidates financial affairs for ultra-affluent households.
Product overview
Truxton Trust operates as a unified financial services firm offering three integrated core service lines: Wealth Management, Banking, and Capital Advisors. The Wealth Management division serves high-net-worth and ultra-high-net-worth families with comprehensive services including investment management, tax strategy, estate and trust administration, and charitable planning. The Banking division provides creative lending and personalized depository services. Capital Advisors offers M&A advisory, succession planning, and capital raising for family-owned businesses. Additional services include Online Banking, Managed Accounts, Truxton Securities brokerage, Remote Deposit capture, and Secure Email communication. The firm positions itself as a multi-family office providing institutional-quality services typically found only in larger family offices.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
- Banking
- Capital Advisors
- Family Office Services
- Managed Accounts
- Online Banking
- Truxton Securities
Quantifiable outcome
- 23% increase in net income (Q3 2025 vs Q3 2024)
- +2 more outcomes
Companies that use Truxton Trust
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles2 records
Truxton Trust technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Truxton Trust partnerships and signals
Strategic signalScale indicators10 records
Recent moves6 records
Expansion highlights5 records
Truxton Trust competitors and assessment
Company assessmentDirect peers
- Pinnacle Financial Partners: Headquartered in Nashville, Pinnacle is a Tennessee-based bank and wealth management firm serving businesses, professionals, and high-net-worth individuals. Directly comparable as a Southeast community bank with integrated wealth management capabilities.
- Bank7 (BSVN): Oklahoma-based community bank explicitly cited in Truxton's head-to-head comparison with $137M revenue. Comparable as a small-cap public community bank targeting niche retail and commercial segments.
- Argent Financial Group: Louisiana-based independent RIA offering trust, wealth management, and family office services across the Southeast. Directly comparable as a multi-family office with trust administration and fiduciary services.
- Cumberland Trust: Tennessee-based corporate trustee specializing in personal trust administration, wealth management, and estate services. Directly comparable to Truxton Wealth's trust administration and fiduciary business.
- Country Club Bank: Kansas City-based private bank and wealth management firm serving high-net-worth families with integrated banking, trust, and investment services. Highly comparable business model and target client base.
Broad incumbents
- First Horizon Corporation: Formerly First Tennessee, First Horizon is a large regional bank headquartered in Memphis with wealth management and capital advisory divisions. Comparable as a Tennessee-based financial services franchise but materially larger and more diversified than Truxton.
- Renasant Corporation: Mississippi-based regional bank with community banking and wealth management across the Southeast. Comparable geography and business mix (banking + wealth), though significantly larger than Truxton.
- Bessemer Trust: Large multi-family office serving ultra-high-net-worth families with comprehensive wealth, trust, and investment services. Comparable as a family office competitor at the upper end of Truxton's addressable market.
- CIBC Private Wealth Management: National private bank serving HNW and UHNW clients with wealth advisory, banking, and trust services. Comparable as an integrated private banking and wealth management franchise targeting the same HNW/UHNW segments.
Regional players
- Crews & Associates: Little Rock-based investment bank and wealth manager with M&A advisory and public finance. Comparable to Truxton Capital Advisors in providing investment banking to family-owned businesses in a regional context.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Truxton Trust social profiles
Digital presenceTruxton Trust financial estimates
Financial estimateRevenue estimate
Valuation estimate
Truxton Trust leadership team
Management profileNumber of profiles
Truxton Trust subsidiaries and ownership
Company hierarchySubsidiaries4 records
Truxton Trust funding detail
Funding detailFunding overview
Funding rounds2 records
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Truxton Trust M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Truxton Trust
What does Truxton Trust do?
Founded in 2004 and headquartered in Nashville, Tennessee, Truxton Trust is a private bank and wealth management firm serving high-net-worth individuals, families, and family-owned businesses. The firm operates three primary service lines: Wealth Management, Banking, and Capital Advisors, complemented by a dedicated family office offering that consolidates financial affairs for ultra-affluent households.
Is Truxton Trust a public or private company?
Truxton Trust is a public company. It is classified as public and is currently operating.
When was Truxton Trust founded?
Truxton Trust was founded in 2004. It employs 51 to 100 people.
Where is Truxton Trust based?
Truxton Trust is headquartered in Nashville, United States, in the North America region.
How does Truxton Trust make money?
Four revenue lines are on record. Wealth Management Fees are the primary driver. The others are banking Operations, capital Advisory and dividends.
Who are Truxton Trust's main competitors?
Direct peers on record are Pinnacle Financial Partners, Bank7 (BSVN), Argent Financial Group, Cumberland Trust and Country Club Bank. Broad incumbents are First Horizon Corporation, Renasant Corporation, Bessemer Trust and CIBC Private Wealth Management. Crews & Associates is listed as a regional player.
Does Truxton Trust have an API?
No public API is recorded for Truxton Trust.
What industry is Truxton Trust in?
Truxton Trust's product category is Private Banking and Wealth Management. Its primary akta.pro industry code is FSABADAG, Trust, Fiduciary & Estate Planning Services, with a secondary code of FSAEAKAF, Family Office Trust & Fiduciary Services. Its NAICS code is 523940 and its SIC code is 6282.