# FINANCIAL TRUST ASSET MANAGEMENT CHARTERED

FINANCIAL TRUST ASSET MANAGEMENT CHARTERED of BOCA RATON, FL is an SEC-registered investment adviser.

## Registration

- CRD: 108998
- Type: SEC-registered investment adviser
- SEC file number: 801-132258
- Location: 10055 YAMATO ROAD, BOCA RATON, FL, 33498-6102
- Phone: 561-391-8188
- Latest filing: 2026-08-03
- Regulatory AUM: $141.9M
- Discretionary AUM: $137.9M
- Non-discretionary AUM: $4.0M
- Clients: 5
- Accounts: 400

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Arno Otto Mayer | CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER & MAJORITY PARTNER; CHIEF INVESTMENT OFFICER & MAJORITY PARTNER | — |
| Gregory Michael Vigrass | CEO, PRESIDENT & MINORITY PARTNER; CEO, PRESIDENT, MINORITY PARTNER | — |
| Anthony Stephen Hueston | CFO & MINORITY PARTNER; MINORITY PARTNER | — |
| Joseph Thomas Hage | PRESIDENT; PRESIDENT AND MINORITY PARTNER | — |
| Rashaunia C Fuller | CHIEF COMPLIANCE OFFICER | — |
| Marguerite Amaral Tavares | CCO | — |
| MAYER ARNO OTTO | PRESIDENT, CEO, DIRECTOR; PRESIDENT, CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER; PRESIDENT, CEO, DIRECTOR, COMPLIANCE OFFICER | — |


## Disclosures (22)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2018-12-05 | regulatory | THE STATE OF FLORIDA OFFICE OF FINANCIAL REGULATION (THE "FOFR") ALLEGED THAT FTAM VIOLATED FLORIDA STATUTES AND RULES BY: (1) INCORRECTLY COMPLETING THREE ITEMS ON FORM ADV; (2) SHARING CONFIDENTIAL CLIENT INFORMATION TO A THIRD PARTY SERVICE PROVIDER WITHOUT SPECIFICALLY DISCLOSING TO CLIENTS THAT… | Final | $8K |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108998/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108998/similar
- Related entities: https://search.stillhousedata.com/firm/108998/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108998

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.