Edwards Ag Trust Co Fsb (St Louis)

Edwards Ag Trust Co Fsb is a large advisory firm based in St Louis. It manages $2.57 billion of regulatory assets for 4,821 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 41 other states.

Edwards Ag Trust Co Fsb provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Edwards Ag Trust Co Fsb: assets under management

The assets under management (AUM) of Edwards Ag Trust Co Fsb is $2.57 billion. The firm's AUM has grown by 263% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.82 billion in discretionary accounts and $758.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $449.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $976.08 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Edwards Ag Trust Co Fsb for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Edwards Ag Trust Co Fsb

Michael Scafati has been acting as President since 1 Aug 1998. Jeffrey Stewart Kropschot joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Frank Grabish	Ceo, chairman, director	1 Aug 1998	Other	722790
Douglas Laird Kelly	Secretary, treasurer, director	1 Aug 1998	Other	2428802
Michael Scafati	Director	1 Aug 1998	Other	411901
Charles Victor Zurfluh	Director	1 Aug 1998	Other	477407
Terry Joe Dessent	Director	1 Aug 1998	Other	66276
Benjamin Franklin Edwards	Director	1 Aug 1998	Other	1061490
Mark D Elrod	Vice president, trust officer	1 Aug 1998	Other	1883344
Kurt Dehol Longworth	Coo, assistant secretary, vice president	1 Aug 1998	Other	1218542
Inc. A.G. Edwards	Holding company	1 Aug 1998	75% - 100%	43-1288239
Bruce Charles Fernandez	Vice president	1 Aug 1998	Other	1349777
Thomas Nevin Odonnell	President, director	1 Aug 1998	Other	813194
Jeffrey Stewart Kropschot	Regulatory and compliance officer	1 Apr 1999	Other	4184408
Thomas Nevin Odonnell	President, vice chairman,director	1 Mar 2000	Other	813194
Charles Joseph Galli	Director	1 Mar 2001	Other	216947
Peter Mallory Miller	Director	1 Aug 2002	Other	1237791
Mary Margaret Atkin	Director	1 Mar 2004	Other	863962
Jeffrey Stewart Kropschot	Chief compliance officer	1 Aug 2004	Other	4184408

Based in St Louis

The principal office where Edwards Ag Trust Co Fsb performs its advisory services is located at 2 North Jefferson Ave, St Louis, MO 63103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.