# Global Trust

> Global Trust is an SEC-registered investment advisory firm in Palm Beach Gardens, FL, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 143120
- Filed as: GLOBAL TRUST
- Legal name: Global Trust Asset Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm Beach Gardens, FL
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143120
- AdvisorCensus page: https://advisorcensus.com/firm/global-trust-palm-beach-gardens-fl-143120

## Quick answers

**How is Global Trust compensated?**
On its Form ADV (Item 5.E, October 2026), Global Trust reports these compensation arrangements: a percentage of assets under its management.

**Where is Global Trust located?**
Global Trust's principal office is in Palm Beach Gardens, FL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Global Trust registered with the SEC or a state?**
Global Trust is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 143120.

**How much does Global Trust manage?**
Global Trust reports $450,243,060 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (90% discretionary).

**How have Global Trust's assets and staff changed since 2021?**
In the Form ADV data for Global Trust: Regulatory assets under management: $339,898,703 in the October 2021 data and $450,243,060 in the October 2026 data, up 32%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Global Trust serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (114); high net worth individuals (111); pension and profit sharing plans (but not the plan participants or government pension plans) (27).

**Which custodians does Global Trust use?**
Global Trust's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Global Trust report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143120

**Does Global Trust state an account minimum?**
Its Form ADV Part 2A brochure dated July 15, 2026 says: "Global Trust has a minimum family of accounts value of $500,000 which may be waived by the investment advisor."

**What changed in Global Trust's recent Form ADV filings?**
In the August 2026 filing data: Regulatory assets under management went from $384,520,687 to $450,243,060 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Global Trust has a minimum family of accounts value of $500,000 which may be waived by the investment advisor.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $450,243,060
- Discretionary: $406,515,602
- Non-discretionary: $43,727,458

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 114 | $22,864,853 |
| High net worth individuals | 111 | $355,283,956 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 27 | $38,504,928 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $8,373,886 |
| Corporations or other businesses not listed above | 24 | $25,215,437 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2008 (18 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, MT, NC, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Palm Beach Gardens, FL

### Websites listed on Form ADV (Item 1.I)
- gbltrust.com
- LinkedIn @global-trust-asset-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $339,898,703 | 10 | March 8, 2021 |
| October 2022 | $420,156,842 | 10 | September 22, 2022 |
| October 2023 | $378,541,689 | 11 | January 27, 2023 |
| October 2024 | $403,001,805 | 11 | January 30, 2024 |
| October 2025 | $440,463,318 | 9 | April 21, 2025 |
| October 2026 | $450,243,060 | 12 | July 15, 2026 |

Regulatory assets under management: $339,898,703 in the October 2021 data and $450,243,060 in the October 2026 data, up 32%.
Total employees: 10 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Regulatory assets under management went from $384,520,687 to $450,243,060 (+17%).

### February 2026
- Employees performing advisory functions went from 5 to 7.
- Regulatory assets under management went from $440,463,318 to $384,520,687 (-13%).
- Added an office in Palm Beach Gardens, FL.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Global Trust (CRD 143120): Form ADV filing data as of October 2026.