Trusco Capital Management Inc (Atlanta)

Trusco Capital Management Inc is a large advisory firm based in Atlanta. It manages $73.86 billion of regulatory assets for 2,953 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Trusco Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trusco Capital Management: assets under management

The assets under management (AUM) of Trusco Capital Management Inc is $73.86 billion. The firm's AUM has grown by 159713% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $73.77 billion in discretionary accounts and $86.25 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25.02 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $21.56 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trusco Capital Management Inc for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Trusco Capital Management Inc

Donald Wayne Thurmond has been acting as President since 1 Jan 1994. Patrick Anthony Paparelli joined the executive team most recently as the Chief Compliance Officer/Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas Phillips	President/cio	1 Nov 1984	Other	4346022
Douglas Saunders Phillips	President/cio/director	1 Nov 1984	Other	4346022
Inc Suntrust Banks	Parent company	1 Nov 1984	75% - 100%	58-1575035
Paul Llewellyn Robertson	Sec/treas/managing director	1 Nov 1987	Other	4346029
Edward Jenner Wood	Director	1 Nov 1993	Other	2520237
Donald Wayne Thurmond	Director	1 Jan 1994	Other	4346203
Inc Suntrust Banks	Parent company	1 Jan 1996	75% - 100%	58-1575035
William Henry Rogers	Director	1 Mar 2001	Other	2114243
James M Wells	Director	1 Mar 2001	Other	4387094
James Monroe Wells	Director	1 Mar 2001	Other	4387094
George Bradley Ball	Executive vice president	1 Aug 2001	Other	1404412
John Howard Stebbins	Chief financial officer	1 Jan 2003	Other	4774615
Patrick Anthony Paparelli	Managing director of human resources, legal and compliance	1 Jan 2003	Other	4778194
Deborah Anne Lamb	Chief compliance officer	1 Mar 2003	Other	828798
Christina Seix	Executive vice president	1 May 2004	Other	702029
John Gale Talty	Executive vice president	1 May 2004	Other	1814994
David Harry Eidson	Chairman of board of directors	1 Dec 2004	Other	4380644
Patrick Anthony Paparelli	Chief compliance officer/managing director	1 Dec 2005	Other	4778194
David Harry Eidson	Chairman of board of directors/ceo/president	1 Dec 2005	Other	4380644

Based in Atlanta

The principal office where Trusco Capital Management Inc performs its advisory services is located at 50 Hurt Plaza, Ste 1400, Atlanta, GA 30303, which is also the mailing address of the firm. An additional office of the firm is in Nashville, TN. The firm also has an office outside of the United States.