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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

STATETRUST CAPITAL, LLC.

CRD 114052

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1726f378-e634-f8f6-9bff-d90c362bb395

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Dec 22, 2011 to Jul 7, 2026
34 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.74 fund_share=0.0 institutional_share=0.26 related_bd=true related_bank=false bd_reps=4.0
Regulatory AUM: $93.7MItem 5.F on the latest filing (2026-07-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $93.7M
Private client RAUM: $69.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 74%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $46.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 238
Individual clients: 91
High net worth clients: 52
SEC number: 801-60478
CRD: 114052
Filings on the tape: 34
First filed: Dec 22, 2011
Latest filed: Jul 7, 2026
Organised: Limited Liability Company, DE
Website: statetrust.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSE LEON MAYA	n/a	BOCA RATON, FL	19	33	1	yes
JOSEPH LUIS TURNES	n/a	BOCA RATON, FL	19	36	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
APONTE, NAPOLEON, ARTURO	Cco	Na	yes	10/2018	Oct 25, 2018	Mar 26, 2024
CIMBAL, JEFFREY, WAYNE	Coo	Na	yes	01/2003	Dec 22, 2011	Mar 26, 2024
MAYA, JOSE, LEON	DIRECTOR OF STATETRUST GROUP, LLC	Na	yes	01/2005	Feb 25, 2013	Mar 26, 2024
TURNES, JOSEPH, LUIS	EXECUTIVE MANAGER - PRESIDENT AND DIRECTOR OF STATETRUSTGROUP, LLC	Na	yes	01/2005	Feb 25, 2013	Mar 26, 2024
RT FAMILY TRUST	Active	D	no	01/2005	Dec 22, 2011	Mar 26, 2024
STATETRUST GROUP LLC	HOLDING COMPANY	E	no	01/2005	Dec 22, 2011	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ADVISORS INTERNATIONAL CORP	n/a	n/a	n/a	N	yes	n/a
STATETRUST INVESTMENTS INC.	n/a	n/a	n/a	N	yes	n/a
STATETRUST LIFE AND ANNUNITIES LIMITED	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$93.7M	$93.7M	4	2	0	n/a	n/a
2024	Mar 17, 2025	$102M	$102M	6	6	0	n/a	n/a
2023	Mar 15, 2024	$101M	$101M	6	6	0	n/a	n/a
2022	Mar 8, 2023	$90.9M	$90.9M	5	5	0	n/a	n/a
2021	Feb 24, 2022	$106M	$106M	35	6	0	n/a	n/a
2020	Feb 18, 2021	$116M	$116M	37	6	0	n/a	n/a
2019	Feb 27, 2020	$131M	$131M	41	8	1	n/a	n/a
2018	Mar 25, 2019	$90.8M	$90.8M	46	9	2	n/a	n/a
2017	Mar 21, 2018	$99.1M	$99.1M	46	9	0	n/a	n/a
2016	Mar 30, 2017	$95.4M	$95.4M	46	9	n/a	n/a	n/a
2015	Mar 23, 2016	$91.2M	$91.2M	46	9	n/a	n/a	n/a
2014	Mar 11, 2015	$92.5M	$92.5M	46	9	n/a	n/a	n/a
2013	Mar 31, 2014	$93.1M	$93.1M	19	9	n/a	n/a	n/a
2012	Feb 25, 2013	$118M	$118M	46	9	n/a	n/a	n/a
2011	Mar 26, 2012	$122M	$122M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$93.7M	$102M	-7.8%	$90.9M	1.0%	4	6	0	0

Relationships

Registered with (2)

← JOSE LEON MAYAAdvisorregistration: previous registration
Oct 25, 2006 to Dec 31, 2015factForm ADV
← JOSEPH LUIS TURNESAdvisorregistration: previous registration
Oct 25, 2006 to Dec 31, 2015factForm ADV

Controls (4)

← MAYA, JOSE, LEONOwnerDIRECTOR OF STATETRUST GROUP, LLC, ownership code NA, individual
Feb 25, 2013 to Mar 26, 2024factForm ADV
← TURNES, JOSEPH, LUISOwnerEXECUTIVE MANAGER - PRESIDENT AND DIRECTOR OF STATETRUSTGROUP, LLC, ownership code NA, individual
Feb 25, 2013 to Mar 26, 2024factForm ADV
← CIMBAL, JEFFREY, WAYNEOwnerCOO, ownership code NA, individual
Dec 22, 2011 to Mar 26, 2024factForm ADV
← APONTE, NAPOLEON, ARTUROOwnerCCO, ownership code NA, individual
Oct 25, 2018 to Mar 26, 2024factForm ADV

Owns (2)

← RT FAMILY TRUSTOwnerACTIVE, ownership code D, domestic entity
Dec 22, 2011 to Mar 26, 2024factForm ADV
← STATETRUST GROUP LLCOwnerHOLDING COMPANY, ownership code E, domestic entity
Dec 22, 2011 to Mar 26, 2024factForm ADV

Dated events

Occurred
Oct 16, 2019
Control person left
David Vurgait (President & Executive Mgr) no longer on Schedule A of Statetrust Capital, Llc. (listed 2019-03-25, absent 2019-10-16)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1726f378-e634-f8f6-9bff-d90c362bb395
First observed: Dec 22, 2011
Last observed: Jul 7, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STATETRUST CAPITAL, LLC.

CRD 114052

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1726f378-e634-f8f6-9bff-d90c362bb395

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:48 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSE LEON MAYA

n/a

BOCA RATON, FL

yes

JOSEPH LUIS TURNES

n/a

BOCA RATON, FL

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

APONTE, NAPOLEON, ARTURO

Cco

yes

10/2018

Oct 25, 2018

Mar 26, 2024

CIMBAL, JEFFREY, WAYNE

Coo

yes

01/2003

Dec 22, 2011

Mar 26, 2024

MAYA, JOSE, LEON

DIRECTOR OF STATETRUST GROUP, LLC

yes

01/2005

Feb 25, 2013

Mar 26, 2024

TURNES, JOSEPH, LUIS

EXECUTIVE MANAGER - PRESIDENT AND DIRECTOR OF STATETRUSTGROUP, LLC

yes

01/2005

Feb 25, 2013

Mar 26, 2024

RT FAMILY TRUST

Active

01/2005

Dec 22, 2011

Mar 26, 2024

STATETRUST GROUP LLC

HOLDING COMPANY

01/2005

Dec 22, 2011

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ADVISORS INTERNATIONAL CORP

n/a

yes

n/a

STATETRUST INVESTMENTS INC.

n/a

yes

n/a

STATETRUST LIFE AND ANNUNITIES LIMITED

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$93.7M

n/a

2024

Mar 17, 2025

$102M

n/a

2023

Mar 15, 2024

$101M

n/a

2022

Mar 8, 2023

$90.9M

n/a

2021

Feb 24, 2022

$106M

n/a

2020

Feb 18, 2021

$116M

n/a

2019

Feb 27, 2020

$131M

n/a

2018

Mar 25, 2019

$90.8M

n/a

2017

Mar 21, 2018

$99.1M

n/a

2016

Mar 30, 2017

$95.4M

n/a

2015

Mar 23, 2016

$91.2M

n/a

2014

Mar 11, 2015

$92.5M

n/a

2013

Mar 31, 2014

$93.1M

n/a

2012

Feb 25, 2013

$118M

n/a

2011

Mar 26, 2012

$122M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$93.7M

$102M

-7.8%

$90.9M

1.0%