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. 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 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.

You can reach the main office by calling the phone number 404-581-1589 or by fax 404-575-2978. The normal business hours are 8:30 to 5:00 on Monday - Friday.