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
Central Trust Bank
Legal name The Central Trust Bank
Latest filing Mar 13, 2026
First filing on the tape Jan 23, 2012 · 37 filings
SEC status approved since Feb 26, 2009
RAUM
$554M
reported, Item 5.F
Discretionary
82%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$277M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$554M as of Mar 13, 2026
Jan 23, 2012$839M then
HNW client RAUM$22.2M as of Jan 26, 2022
Mar 20, 2018$14.9M then
State-registered IARs (5.B.3)0 as of Mar 13, 2026
Jan 23, 20120 then
Employees (5.A)4 as of Mar 13, 2026
Jan 18, 20134 then
Private funds: no history
RAUM +8.9% over the last fiscal year+7.3% a year over threeIARs 3 to 0offices 3 to 4
Practice profile
derived from the filing of Mar 13, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- RAUM per advisor
- $277MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $39.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 82%derivedof RAUM
- Institutional
- 79%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 0.4derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $554M, 14 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is a trust company (6.A.8)
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person acts as qualified custodian (9.D.2)
- controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$275M50%
- Insurance companies$137M25%
- Corporations and businesses$117M21%
- Charitable organizations$25.0M4.5%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 2reported
- Accounts
- 14reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $554M for 14 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=0.79 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Bruce Alden RingChartered Financial Analyst | Jefferson City, Mo | Jan 6, 2025 | 37 y | 0 |
| Luis Jason FloresChartered Financial Analyst | Springfield, Mo | Feb 12, 2025 | 14 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Luis Jason Flores from Pension Consultants IncFeb 12, 2025 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Renee Robin Holzschuh · Chief Compliance Officercontrolsince 07/2024 · owns less than 5%
- Alden Bruce Ring · Presidentcontrolsince 07/2024 · owns less than 5%
Entity owners
- Central Bancompany · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- The Central Trust Bankbroker-dealerinvestment advisery
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Jefferson City, Mo · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- affiliate changedChange between filings · filing Mar 13, 2026broker-dealer affiliate (Item 7.A.1): yes on the filing of 2025-03-28, no on the filing of 2026-03-13peers: institutional managers, $500M to $1B (71)
- business activity changedChange between filings · filing Mar 13, 2026pension consulting (Item 5.G.6): yes on the filing of 2025-03-28, no on the filing of 2026-03-13peers: institutional managers, $500M to $1B (71)
- business activity changedChange between filings · filing Mar 13, 2026selection of other advisers (Item 5.G.7): no on the filing of 2025-03-28, yes on the filing of 2026-03-13peers: institutional managers, $500M to $1B (71)
- custody status changedChange between filings · filing Mar 13, 2026custody of client assets (Item 9.A): no on the filing of 2025-03-28, yes on the filing of 2026-03-13peers: institutional managers, $500M to $1B (71)
What changed
consecutive filings, newest first
- Accounts · 16 to 14Mar 28, 2025 to Mar 13, 2026
- Advisory activities · 3 to 2Mar 28, 2025 to Mar 13, 2026
- Charity clients · 4 to 2Mar 28, 2025 to Mar 13, 2026
- HNW clients · unset to 0.0Mar 28, 2025 to Mar 13, 2026
- Individual clients · unset to 0.0Mar 28, 2025 to Mar 13, 2026
- Pension plan clients · unset to 0.0Mar 28, 2025 to Mar 13, 2026
- Pooled vehicle clients · unset to 0.0Mar 28, 2025 to Mar 13, 2026
- Assets in custody · unset to 554140533.0Mar 28, 2025 to Mar 13, 2026
- Custody of client assets · false to trueMar 28, 2025 to Mar 13, 2026
- State-registered IARs · 3 to 0Mar 28, 2025 to Mar 13, 2026
- Other offices · 3 to 4Mar 28, 2025 to Mar 13, 2026
- Discretionary RAUM · $399M to $452MMar 28, 2025 to Mar 13, 2026
- Non-discretionary RAUM · $110M to $102MMar 28, 2025 to Mar 13, 2026
- RAUM · $509M to $554MMar 28, 2025 to Mar 13, 2026
- Related adviser · true to falseMar 28, 2025 to Mar 13, 2026
- Related broker-dealer · true to falseMar 28, 2025 to Mar 13, 2026
- Advisory employees · 1 to 3Jan 6, 2025 to Mar 28, 2025
- Charity clients · unset to 4.0Jan 6, 2025 to Mar 28, 2025
- Corporate clients · 8 to 7Jan 6, 2025 to Mar 28, 2025
- Employees · 2 to 4Jan 6, 2025 to Mar 28, 2025
- Financial planning clients · unset to 0Jan 6, 2025 to Mar 28, 2025
- State-registered IARs · 1 to 3Jan 6, 2025 to Mar 28, 2025
- Other offices · 0 to 3Jan 6, 2025 to Mar 28, 2025
- Discretionary RAUM · $369M to $399MJan 6, 2025 to Mar 28, 2025
- Non-discretionary RAUM · $120M to $110MJan 6, 2025 to Mar 28, 2025
- Pension RAUM · 227363769.0 to unsetJan 6, 2025 to Mar 28, 2025
- RAUM · $490M to $509MJan 6, 2025 to Mar 28, 2025
- Advisory employees · 2 to 1Apr 1, 2024 to Aug 5, 2024
- Employees · 3 to 2Apr 1, 2024 to Aug 5, 2024
- State-registered IARs · 2 to 1Apr 1, 2024 to Aug 5, 2024
- Accounts · 17 to 16Sep 26, 2023 to Apr 1, 2024
- Assets in custody · 311469405.0 to unsetSep 26, 2023 to Apr 1, 2024
- Employees · 4 to 3Sep 26, 2023 to Apr 1, 2024
- Discretionary RAUM · $328M to $369MSep 26, 2023 to Apr 1, 2024
- Non-discretionary RAUM · $121M to $120MSep 26, 2023 to Apr 1, 2024
- Pension RAUM · $203M to $227MSep 26, 2023 to Apr 1, 2024
- RAUM · $449M to $490MSep 26, 2023 to Apr 1, 2024
- Custody of client assets · true to falseMar 29, 2023 to Aug 10, 2023
- Accounts · 18 to 17Nov 28, 2022 to Mar 29, 2023
- Advisory employees · 3 to 2Nov 28, 2022 to Mar 29, 2023
Signals
18 dated events
- Alden Bruce Ring (President) appeared on Schedule A of Central Trust BankAug 5, 2024 · Control person joined · fact
- Renee Robin Holzschuh (Chief Compliance Officer) appeared on Schedule A of Central Trust BankAug 5, 2024 · Control person joined · fact
- Pauline Joanne Scheperle (President) no longer on Schedule A of Central Trust Bank (listed 2024-04-01, absent 2024-08-05)Aug 5, 2024 · Control person left · inference
- Ryan Joshua Hargrove (Portfolio Manager) no longer on Schedule A of Central Trust Bank (listed 2023-09-26, absent 2024-04-01)Apr 1, 2024 · Control person left · inference
- Ray Adam Wyrick (Avp, Information Security Officer) no longer on Schedule A of Central Trust Bank (listed 2023-08-14, absent 2023-09-26)Sep 26, 2023 · Control person left · inference
- Dekari Thomas Kerney (Chief Compliance Officer) appeared on Schedule A of Central Trust BankAug 2, 2022 · Control person joined · fact
- Ryan Joshua Hargrove (Portfolio Manager) appeared on Schedule A of Central Trust BankAug 2, 2022 · Control person joined · fact
- Ray Adam Wyrick (Avp, Information Security Officer) appeared on Schedule A of Central Trust BankAug 2, 2022 · Control person joined · fact
- William David Roehl (Chief Investment Officer) no longer on Schedule A of Central Trust Bank (listed 2022-04-07, absent 2022-08-02)Aug 2, 2022 · Control person left · inference
- Joyce Hoskins (Chief Compliance Officer) no longer on Schedule A of Central Trust Bank (listed 2022-04-07, absent 2022-08-02)Aug 2, 2022 · Control person left · inference
- Blair Mary Sage (Trustee) no longer on Schedule A of Central Trust Bank (listed 2022-04-07, absent 2022-04-07)Apr 7, 2022 · Control person left · inference
- Bryan Sam Cook (Trustee) no longer on Schedule A of Central Trust Bank (listed 2022-04-07, absent 2022-04-07)Apr 7, 2022 · Control person left · inference
- Curtin Andrew Sage (Trustee) no longer on Schedule A of Central Trust Bank (listed 2022-04-07, absent 2022-04-07)Apr 7, 2022 · Control person left · inference
- R. Donald Perdue (Senior Executive) no longer on Schedule A of Central Trust Bank (listed 2022-01-27, absent 2022-04-07)Apr 7, 2022 · Control person left · inference
- Pauline Joanne Scheperle (President) appeared on Schedule A of Central Trust BankJan 26, 2022 · Control person joined · fact
- Kevin Michael Mccoy (Senior Vice President, Portfolio Manager) no longer on Schedule A of Central Trust Bank (listed 2020-05-15, absent 2021-03-12)Mar 12, 2021 · Control person left · inference
- Central Trust Bank reported RAUM $532.0M, down 32% from $785.8M (2019-10-08 to 2020-03-15)Mar 15, 2020 · RAUM change · derived
- Central Trust Bank reported RAUM $768.6M, up 49% from $515.7M (2017-09-17 to 2018-03-20)Mar 20, 2018 · RAUM change · derived
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
- Principal office phone
- 573-634-1105reportedpublic record, Form ADV, Mar 13, 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
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $277Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026