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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

CRD 108998

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:e80e9789-d12b-c366-015e-c66a3ada1c89

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Aug 3, 2026
13 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=0.89 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $142MItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $138M
Private client RAUM: $127MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $35.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 400
Individual clients: 151
High net worth clients: 49
Custody, client assets: $38.2M
SEC number: 801-132258
CRD: 108998
Filings on the tape: 13
First filed: Mar 29, 2012
Latest filed: Aug 3, 2026
Organised: Corporation, FL
Website: financialtrust.net

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
ARNO OTTO MAYER	Certified Financial Planner\|Chartered Financial Analyst	BOCA RATON, FL \| DELRAY BEACH, FL	30	35	1	no
JOHN MICHAEL SESSA	Chartered Financial Analyst	BOCA RATON, FL	2	11	n/a	no
Anthony Stephen Hueston	Certified Financial Planner	BRADENTON, FL \| BOCA RATON, FL	1	10	1	no
Joseph THOMAS Hage	n/a	BOCA RATON, FL	1	36	5	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	First reported	Status	Form D file
INTERNATIONAL VALUEMOMENTUM FUND, LP	Hedge Fund	$0	Jul 11, 2012	Mar 29, 2012	reported	n/a
VALUEMOMENTUM LEADERS FUND, LP	Hedge Fund	$0	Jul 11, 2012	Mar 29, 2012	reported	n/a
DISCIPLINED DIVIDEND INCOME FUND, LP	Hedge Fund	$0	Jul 11, 2012	Mar 29, 2012	reported	n/a

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
MAYER, ARNO, OTTO	PRESIDENT, CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER	E	yes	04/1989	Mar 29, 2012	Jul 11, 2012

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$142M	$138M	5	4	2	n/a	n/a
2024	Apr 29, 2025	$115M	$112M	4	3	2	n/a	n/a
2011	Mar 29, 2012	$50.6M	$50.6M	n/a	n/a	n/a	3	$0

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	2	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	$142M	$115M	23.1%	n/a	n/a	5	4	2	2

Relationships

Registered with (4)

← Joseph THOMAS HageAdvisorregistration: current employment
Jun 12, 2025 to presentfactForm ADV
← Anthony Stephen HuestonAdvisorregistration: current employment
Mar 6, 2025 to presentfactForm ADV
← JOHN MICHAEL SESSAAdvisorregistration: current employment
Feb 27, 2024 to presentfactForm ADV
← ARNO OTTO MAYERAdvisorregistration: current employment
Sep 25, 1995 to presentfactForm ADV

Advises (3)

→ VALUEMOMENTUM LEADERS FUND, LPPrivate fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ DISCIPLINED DIVIDEND INCOME FUND, LPPrivate fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ INTERNATIONAL VALUEMOMENTUM FUND, LPPrivate fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV

Controls (1)

← MAYER, ARNO, OTTOOwnerPRESIDENT, CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 29, 2012 to Jul 11, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e80e9789-d12b-c366-015e-c66a3ada1c89
First observed: Mar 29, 2012
Last observed: Aug 3, 2026 49 days 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.

FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

CRD 108998

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:e80e9789-d12b-c366-015e-c66a3ada1c89

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ARNO OTTO MAYER

Certified Financial Planner|Chartered Financial Analyst

BOCA RATON, FL | DELRAY BEACH, FL

JOHN MICHAEL SESSA

Chartered Financial Analyst

BOCA RATON, FL

n/a

Anthony Stephen Hueston

Certified Financial Planner

BRADENTON, FL | BOCA RATON, FL

Joseph THOMAS Hage

n/a

BOCA RATON, FL

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

INTERNATIONAL VALUEMOMENTUM FUND, LP

Hedge Fund

Jul 11, 2012

Mar 29, 2012

reported

n/a

VALUEMOMENTUM LEADERS FUND, LP

Hedge Fund

Jul 11, 2012

Mar 29, 2012

reported

n/a

DISCIPLINED DIVIDEND INCOME FUND, LP

Hedge Fund

Jul 11, 2012

Mar 29, 2012

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MAYER, ARNO, OTTO

PRESIDENT, CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER

yes

04/1989

Mar 29, 2012

Jul 11, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$142M

$138M

n/a

2024

Apr 29, 2025

$115M

$112M

n/a

2011

Mar 29, 2012

$50.6M

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

$142M

$115M

23.1%

n/a