FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

CRD 108998File 801-132258

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Aug 3, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$141.9M

Bottom 25% of cohort (national)

Discretionary AUM

$137.9M

Non-discretionary $4.0M

Clients

208

400 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: MIRO
Registration date: Mar 31, 2025
Principal office: 10055 YAMATO ROAD, SUITE 103, BOCA RATON, FL, 33498-6102
Phone: 561-391-8188
Website: https://www.financialtrust.net/blog

Assets & accounts

ADV Item 5F

Total regulatory AUM: $141.9M
Discretionary AUM: $137.9M
Non-discretionary AUM: $4.0M
Discretionary accounts: 393
Non-discretionary accounts: 7
Total accounts: 400
AUM per client: $682K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$1.5M
Charitable organizations	Fewer than 5	$853K
High net worth individuals	49	$91.2M
Pension and profit sharing plans	Fewer than 5	$12.8M
Individuals (other than high net worth individuals)	151	$35.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11D2
Q11D4
Q11E2

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.