Trustmark National Bank
$581M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$455M
$581M
2017
2025
Same-firm comparison: 2 firms that reported Trustmark National Bank in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019 are shown but partial — only FY2017: 1 cohort firms, FY2018: 1 cohort firms, FY2019: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Trinity Capital Investors | $455M | $458M | 99.3% | 03/16/2026 |
| Speece Thorson Capital Group Inc | $126M | $469M | 26.9% | 03/24/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.