GLOBAL TRUST

Legal name: GLOBAL TRUST ASSET MANAGEMENT, LLC

CRD 143120File 801-68778

APPROVED

Retail clients

Custody

Filing as of Jul 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$450.2M

Above cohort median (national)

Discretionary AUM

$406.5M

Non-discretionary $43.7M

Clients

276

799 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Feb 1, 2008
Principal office: 11300 U.S. HIGHWAY 1, SUITE 600, PALM BEACH GARDENS, FL, 33408
Phone: 561-472-0191
Website: https://www.linkedin.com/company/global-trust-asset-management-llc

Assets & accounts

ADV Item 5F

Total regulatory AUM: $450.2M
Discretionary AUM: $406.5M
Non-discretionary AUM: $43.7M
Discretionary accounts: 768
Non-discretionary accounts: 31
Total accounts: 799
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	24	$25.2M
High net worth individuals	111	$355.3M
Pension and profit sharing plans	27	$38.5M
State or municipal government entities	Fewer than 5	$8.4M
Individuals (other than high net worth individuals)	114	$22.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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

This firm answered no to every Item 11 disclosure question in this filing.

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.