What Global Trust does

Global Trust Asset Management, LLC operates as an independent, fee-only Registered Investment Advisor (RIA) headquartered in Palm Beach Gardens, Florida, with a branch office in Hollywood, FL. The firm delivers integrated wealth management to high-net-worth individuals and multi-generational families, combining investment management, financial planning, estate strategies, tax planning, retirement planning, and family office services under a fiduciary standard. Its primary offering, Investment Management, is anchored by a disciplined equity factor framework (market, size, price) plus complementary fixed income factors, and the firm offers a bundled "Family CFO" sub-product for integrated investment, estate, retirement, tax, and insurance planning.

Name

Global Trust

Legal name

Global Trust Asset Management, LLC

Website

https://gbltrust.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Global Trust Asset Management is an independent, fee-based Registered Investment Advisor in Palm Beach Gardens, FL delivering integrated wealth management, investment, estate, tax, retirement, and family office services primarily to high-net-worth individuals and multi-generational families, with custodial assets held at Fidelity, TD Ameritrade, and Charles Schwab Institutional.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Personal Trust & Fiduciary Administration (FSAEAKAA), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Wealth management services
• Investment advisory services
• Estate planning services
• Financial planning services
• Family office services

Headquarters

HQ city

West Palm Beach

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Advisory and Wealth Management Fees: As a fee-based, independent Registered Investment Advisor (RIA), Global Trust Asset Management generates revenue through advisory fees for wealth management, investment management, estate planning, and tax planning services. The firm emphasizes transparency in its fee-based operations and maintains fiduciary responsibility for each managed account.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Global Trust Asset Management, LLC is an independent Registered Investment Advisor that delivers fee-based, fiduciary wealth management to high-net-worth individuals, families, trusts, foundations, retirement plans, and select business and government clients. The firm sells integrated services across Financial Planning, Investment Management (anchored by a three-factor equity approach), Family Office, and Estate Strategies, with client assets custodied at Fidelity, TD Ameritrade, and Charles Schwab Institutional.

Product overview

Global Trust Asset Management is an independent Registered Investment Advisor offering an integrated wealth management platform comprising five core service areas: Financial Planning, Investment Management, Family Office, Estate Strategies, and Retirement Planning. Investment Management is anchored by the Three Equity Factors methodology (Market, Size, Price), while the Family Office offering includes comprehensive Family CFO Services. All services are delivered through a consultative approach with dedicated advisors, and client assets are custodied with major institutional partners including Fidelity, TD Ameritrade, and Charles Schwab.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Individualized financial plans developed for clients to reach their goals and manage life transitions, including short- and long-term financial need assessment, risk tolerance evaluation, and retirement account evaluation; targeted at individuals and families in life transitions such as retirement, divorce, business sale, or death of a spouse.
• Investment Management Active asset allocation and investment selection using a disciplined approach to managing risk and taxes for clients, combining passive and active strategies with financial engineering and asset class integration; targeted at clients of Global Trust Asset Management, LLC seeking multi-generational portfolio management.
• Family Office Comprehensive family office services providing integrated oversight of taxes, estate planning, accounting, investing, and wealth management activities for high-net-worth families seeking to preserve, grow, and manage wealth across generations.
• Estate Strategies Comprehensive estate planning solutions including estate tax strategy analysis, integration of trust and estate strategies with clients' lawyers and accountants, and philanthropic gifting strategies for individuals and families seeking to protect and transfer their legacy.

Named customers3 records

Segments8 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Four partnerships are on record, tiered flagship and core.

• Financial Security Services LLCflagshipStrategic or Co-development Partner · 1 January 2016Financial Security Services LLC, co-founded by Jay L. Marmer (former Managing Partner/CFO) and Dr. Steven E. Marcus (former President/CCO), merged with Global Trust Asset Management LLC in 2016. This merger brought combined expertise in retirement strategies, financial planning, and wealth management to the combined entity.
• Fidelity InvestmentscoreTechnology or IntegrationFidelity Investments serves as a custodial partner for Global Trust, maintaining custody of client assets. They provide monthly statements, online reporting, accounting of all transactions, and required tax reporting for client accounts.
• TD AmeritradecoreTechnology or IntegrationTD Ameritrade serves as a custodial partner for Global Trust, serving as the clearing house and maintaining custody of client assets.
• Charles Schwab InstitutionalcoreTechnology or IntegrationCharles Schwab Institutional serves as a custodial partner for Global Trust, providing clearing house services and maintaining custody of client assets. They deliver monthly statements, online reporting, transaction accounting, and required tax reporting.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• GenTrust: Independent RIA providing comprehensive wealth management, investment, and family-office services to HNW individuals, families, and institutions. Closely analogous integrated-fiduciary model with similar scale, though slightly larger national footprint.
• Sanctuary Wealth: Independent advisor-owned platform serving HNW clients with comprehensive wealth management; structured as a partnership of advisors. Directly comparable model to Global Trust with growing national footprint.
• Merit Financial Advisors: Independent RIA platform serving HNW clients with comprehensive wealth, tax, and estate planning across multiple US geographies. Comparable integrated model with growth ambitions; potential roll-up or acquisition counterpart.
• Buckingham Strategic Wealth: Fee-only fiduciary RIA focused on evidence-based investment management and financial planning for HNW clients. Same flat-fee/fiduciary positioning as Global Trust but with a more research-driven, less family-office emphasis.
• The Colony Group: Boutique independent RIA providing multi-family office and HNW wealth management including investment management, tax, and estate planning; closely matches Global Trust's size, geography (with Florida presence), and integrated service model.

Broad incumbents

• Focus Financial Partners: Partnership model for independent RIAs providing wealth management, tax, and estate services; backed by Clayton Dubilier & Rice. Directly comparable service offering and HNW focus, but operating as a roll-up of many small firms.
• Cetera Advisor Networks: Large independent advisor services firm supporting thousands of financial professionals serving HNW clients with wealth management and planning. Comparable integrated wealth management offering, much larger scale.
• Carson Group: Large independent advisor firm offering wealth management, coaching, and tech-enabled services to advisors and their HNW clients. Comparable RIA/broker-dealer hybrid model serving HNW families; key Florida competitor.
• Edelman Financial Engines: Largest US independent RIA providing financial planning and investment management to millions of households; competes at the larger/HNW end with a digital plus advisor model. Vastly larger scale than Global Trust.
• Mariner Wealth Advisors: Largest US independent RIA by advisor count and AUM; offers integrated wealth management, tax, estate, and family office services to HNW clients. Comparable in service mix to Global Trust but at vastly greater scale and with PE backing (Lightyear/Genstar).

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Global Trust