A.G. Edwards Trust Company Fsb (St Louis)


A.G. Edwards Trust Company 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 2006 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 41 other states.

A.G. Edwards Trust Company 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.

A.G. Edwards Trust Company Fsb: assets under management

The assets under management (AUM) of A.G. Edwards Trust Company Fsb is $2.57 billion. 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 A.G. Edwards Trust Company 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 A.G. Edwards Trust Company 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, Vice President.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Richard Frank Grabish Ceo, chairman, president, 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
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
Thomas Nevin Odonnell 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, vice president 1 Aug 2004 Other 4184408

Based in St Louis

The principal office where A.G. Edwards Trust Company 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.

You can reach the main office by calling the phone number 314-955-4200 or by fax 314-955-5099. The normal business hours are 8:00 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at trust.agedwards.com.

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