DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Global Trust

Independent wealth managerPalm Beach Gardens, FloridaCRD 143120SEC 801-68778website IAPD

Legal name Global Trust Asset Management, LLC

Latest filing Jul 15, 2026

First filing on the tape Feb 3, 2012 · 36 filings

SEC status approved since Feb 1, 2008

RAUM

$450M

reported, Item 5.F

Discretionary

90%

of RAUM

Private clients

84%

$378M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$56.3M

derived; firm RAUM over IAPD count

Employees

7 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

36 filings and snapshots on the tape

RAUM$450M as of Jul 15, 2026

Feb 3, 2012$67.9M then

HNW client RAUM$355M as of Jul 15, 2026

Mar 1, 2018$178M then

State-registered IARs (5.B.3)8 as of Jul 15, 2026

Feb 3, 20120 then

Employees (5.A)12 as of Jul 15, 2026

Feb 4, 20132 then

Private funds: no history

RAUM +2.2% over the last fiscal year+6.0% a year over threeIARs 5 to 8offices 1 to 2

Practice profile

derived from the filing of Jul 15, 2026; every figure names its basis

Archetypes, each a printed rule

Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control

RAUM per advisor: $56.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 28derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.2MderivedHNW RAUM over HNW clients
Average account: $563,508derivedRAUM over accounts (5.F.2.f)
Discretionary: 90%derivedof RAUM
Institutional: 10%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.5derivedItem 5.A over advisors
Advisors per office: 2.7derived3 offices incl. principal (1.F.5)
RAUM growth, one year: -13%derivedbetween the last two annual amendments
Advisor growth, one year: +60%derivedItem 5.B.3 between annual amendments
Client growth, one year: -17%derived
Compensation: percentage of assetsreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
Custody: $3.7M, 4 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$355M79%
Pension and profit-sharing plans$38.5M8.6%
Corporations and businesses$25.2M5.6%
Individuals$22.9M5.1%
State and municipal entities$8.4M1.9%

Individual clients: 114reported
HNW clients: 111reported
Pension plan clients: 27reported
Charitable clients: n/areported
Accounts: 799reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: $3.7M for 4 clientsreported
Compensation: % of AUMreported
Class basis: private_client_share=0.84 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

8 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Brian Joseph BresciaCertified Financial Planner	Palm Beach Gardens, Fl	Mar 16, 2007	21 y	0
Steven E. Marcus	West Palm Beach, Fl	Apr 5, 2017	26 y	1
Jay Lawrence MarmerChartered Financial Consultant	Palm Beach Gardens, Fl	Apr 5, 2017	41 y	1
Patricia Jill Ashley	Riviera Beach, Fl	Nov 2, 2017	31 y	1
Frank Marsh Ashley,IIIPersonal Financial Specialist	Riviera Beach, Fl	Nov 2, 2017	19 y	2
Timothy Henry SchmedesCertified Financial Planner	Palm Beach Gardens, Fl	Jun 5, 2025	13 y	2
Wei Pan	Palm Beach Gardens, Fl	Dec 9, 2025	14 y	0
Neil Marc Matlins	Palm Beach Gardens, Fl	Jan 1, 2026	43 y	1

Advisor movement

0 left, 1 joined in 12 months

net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months

Left, latest

Alexia Mccluskey to Castle Island Wealth
Dec 31, 2024 · RIA to RIA
Joseph Harold Littky to Nottingham Wealth Partners, Inc.
Nov 1, 2019 · RIA to a newly registered adviser
Paul J Abbott to Pruco Securities, LLC
Sep 16, 2019 · RIA to affiliated broker-dealer or bank
Andrew Lawrence Kleinman to Stoever Glass Wealth Management, Inc.
Jun 27, 2016 · Other
Timothy Henry Schmedes to Coastal Way Financial Group, LLC
Mar 11, 2016 · Other

Joined, latest

Neil Marc Matlins from Matlins Financial Consulting, Inc.
Jan 1, 2026 · Other
Timothy Henry Schmedes from Coastal Way Financial Group, LLC
Jun 5, 2025 · Other
Paul J Abbott from Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mar 12, 2018 · Wirehouse to independent RIA
Frank Marsh Ashley,III from Ashley Financial Services, Pa
Nov 2, 2017 · Other
Patricia Jill Ashley from Ashley Financial Services, Pa
Nov 2, 2017 · Other
Steven E. Marcus from Financial Security Services, LLC
Apr 5, 2017 · Other
Jay Lawrence Marmer from Financial Security Services, LLC
Apr 5, 2017 · Other
Joseph Harold Littky from Capital Guardian Wealth Management, LLC
Sep 15, 2016 · Other
Andrew Lawrence Kleinman from Morgan Stanley
Aug 19, 2013 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 joined from Ashley Financial Services, Pa
Dec 31, 2017 · Ft Pierce, Fl
2 joined from Financial Security Services, LLC
Dec 31, 2016 · West Palm Beach, Fl

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Joseph Brian Brescia · Managing Partnercontrol
since 01/2007 · owns 25% to 50%
Thomas Edward Holt · Chief Executive Officercontrol
since 12/2009 · owns 50% to 75%
Radha Rai · Chief Compliance Officercontrol
since 01/2023 · owns less than 5%
Georgia Alexia Varga · Member
since 08/2012 · owns 5% to 10%

Related persons

Schedule D 7.A

No related person reported.

Advisers that list Global Trust as a related person

333458 n

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Palm Beach Gardens, Fl · principal	8	2	0
Riviera Beach, Fl	2	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

advisor count surgeChange between filings · filing Jan 28, 2026
advisory representatives (Item 5.B.3) moved from 5.0 to 8.0 (+60.0%) between the annual amendments of 2025-04-21 and 2026-01-28; the peer median change was 0.0% (965 comparable advisers, 98.0th percentile of changes)
peers: independent wealth managers, $100M to $500M (965) · 98% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 743 to 799
Jan 28, 2026 to Jul 15, 2026
HNW clients · 85 to 111
Jan 28, 2026 to Jul 15, 2026
Individual clients · 133 to 114
Jan 28, 2026 to Jul 15, 2026
Pension plan clients · 32 to 27
Jan 28, 2026 to Jul 15, 2026
Assets in custody · $3.2M to $3.7M
Jan 28, 2026 to Jul 15, 2026
Discretionary RAUM · $348M to $407M
Jan 28, 2026 to Jul 15, 2026
HNW RAUM · $276M to $355M
Jan 28, 2026 to Jul 15, 2026
Individual RAUM · $35.3M to $22.9M
Jan 28, 2026 to Jul 15, 2026
Non-discretionary RAUM · $36.2M to $43.7M
Jan 28, 2026 to Jul 15, 2026
Pension RAUM · $37.8M to $38.5M
Jan 28, 2026 to Jul 15, 2026
RAUM · $385M to $450M
Jan 28, 2026 to Jul 15, 2026
Accounts · 759 to 743
Apr 21, 2025 to Jan 28, 2026
Advisory employees · 5 to 7
Apr 21, 2025 to Jan 28, 2026
Corporate clients · 12 to 24
Apr 21, 2025 to Jan 28, 2026
HNW clients · 108 to 85
Apr 21, 2025 to Jan 28, 2026
Individual clients · 156 to 133
Apr 21, 2025 to Jan 28, 2026
Pension plan clients · 27 to 32
Apr 21, 2025 to Jan 28, 2026
Assets in custody · $111M to $3.2M
Apr 21, 2025 to Jan 28, 2026
Employees · 9 to 12
Apr 21, 2025 to Jan 28, 2026
State-registered IARs · 5 to 8
Apr 21, 2025 to Jan 28, 2026
Other offices · 1 to 2
Apr 21, 2025 to Jan 28, 2026
Discretionary RAUM · $413M to $348M
Apr 21, 2025 to Jan 28, 2026
HNW RAUM · $296M to $276M
Apr 21, 2025 to Jan 28, 2026
Individual RAUM · $45.2M to $35.3M
Apr 21, 2025 to Jan 28, 2026
Non-discretionary RAUM · $27.1M to $36.2M
Apr 21, 2025 to Jan 28, 2026
Pension RAUM · $49.1M to $37.8M
Apr 21, 2025 to Jan 28, 2026
RAUM · $440M to $385M
Apr 21, 2025 to Jan 28, 2026
Financial planning clients · 0 to 0
Jan 27, 2025 to Apr 21, 2025
Other offices · 0 to 1
Jan 27, 2025 to Apr 21, 2025
Employees · 11 to 9
Jan 30, 2024 to Jan 27, 2025
Accounts · 710 to 759
Jan 30, 2024 to Jan 27, 2025
Advisory employees · 8 to 5
Jan 30, 2024 to Jan 27, 2025
Corporate clients · 13 to 12
Jan 30, 2024 to Jan 27, 2025
HNW clients · 89 to 108
Jan 30, 2024 to Jan 27, 2025
Individual clients · 173 to 156
Jan 30, 2024 to Jan 27, 2025
Pension plan clients · 23 to 27
Jan 30, 2024 to Jan 27, 2025
Assets in custody · $98.4M to $111M
Jan 30, 2024 to Jan 27, 2025
HQ city · WEST PALM BEACH to PALM BEACH GARDENS
Jan 30, 2024 to Jan 27, 2025
State-registered IARs · 8 to 5
Jan 30, 2024 to Jan 27, 2025
Discretionary RAUM · $375M to $413M
Jan 30, 2024 to Jan 27, 2025

Signals

2 dated events

Alexia Mccluskey left Global Trust for Castle Island Wealth (registered 2025-05-15)
Dec 31, 2024 · Advisor changed firm · fact
Radha Rai (Chief Compliance Officer) appeared on Schedule A of Global Trust
Jan 27, 2023 · Control person joined · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business phone: 561-472-0191reportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 561-484-7515reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/global-trust-asset-management-llcreportedpublic record, Form ADV, Sep 17, 2026
Website: GBLTRUST.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 561-472-0191reportedpublic record, Form ADV, Jul 15, 2026
Team page: gbltrust.com/teamreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $56.3Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026