Home > Strategic Capital Bank > Fiduciary and Related Services
Strategic Capital Bank, Fiduciary and Related Services
| 2009-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,270,000 | 163 |
| Number of Managed Accounts | $1,131,000 | 138 |
| Number of Non-Managed Accounts | $139,000 | 186 |
| Total fiduciary and related assets | $302,935,000 | 285 |
| Managed Assets ($) | $183,364,000 | 302 |
| Non-managed Assets ($) | $119,571,000 | 190 |
| Memoranda | ||
| Gross Fiduciary activities income | $342,000 | 312 |
| 2008-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,302,000 | 174 |
| Number of Managed Accounts | $1,160,000 | 137 |
| Number of Non-Managed Accounts | $142,000 | 281 |
| Total fiduciary and related assets | $338,564,000 | 281 |
| Managed Assets ($) | $211,675,000 | 301 |
| Non-managed Assets ($) | $126,889,000 | 203 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,047,000 | 261 |
| 2008-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,315,000 | 156 |
| Number of Managed Accounts | $1,170,000 | 130 |
| Number of Non-Managed Accounts | $145,000 | 190 |
| Total fiduciary and related assets | $414,724,000 | 266 |
| Managed Assets ($) | $269,182,000 | 267 |
| Non-managed Assets ($) | $145,542,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,672,000 | 256 |
| 2008-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,306,000 | 162 |
| Number of Managed Accounts | $1,157,000 | 133 |
| Number of Non-Managed Accounts | $149,000 | 191 |
| Total fiduciary and related assets | $452,087,000 | 269 |
| Managed Assets ($) | $289,226,000 | 260 |
| Non-managed Assets ($) | $162,861,000 | 189 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,171,000 | 254 |
| 2008-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,295,000 | 170 |
| Number of Managed Accounts | $1,141,000 | 136 |
| Number of Non-Managed Accounts | $154,000 | 190 |
| Total fiduciary and related assets | $463,100,000 | 269 |
| Managed Assets ($) | $296,361,000 | 265 |
| Non-managed Assets ($) | $166,739,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $579,000 | 254 |
| 2007-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,278,000 | 185 |
| Number of Managed Accounts | $1,123,000 | 140 |
| Number of Non-Managed Accounts | $155,000 | 274 |
| Total fiduciary and related assets | $486,410,000 | 267 |
| Managed Assets ($) | $306,960,000 | 264 |
| Non-managed Assets ($) | $179,450,000 | 195 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,544,000 | 243 |
| 2007-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,253,000 | 172 |
| Number of Managed Accounts | $1,102,000 | 143 |
| Number of Non-Managed Accounts | $151,000 | 184 |
| Total fiduciary and related assets | $506,305,000 | 255 |
| Managed Assets ($) | $320,508,000 | 259 |
| Non-managed Assets ($) | $185,797,000 | 186 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,906,000 | 241 |
| 2007-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,229,000 | 176 |
| Number of Managed Accounts | $1,077,000 | 146 |
| Number of Non-Managed Accounts | $152,000 | 193 |
| Total fiduciary and related assets | $509,312,000 | 264 |
| Managed Assets ($) | $327,975,000 | 260 |
| Non-managed Assets ($) | $181,337,000 | 191 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,275,000 | 246 |
| 2007-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,193,000 | 178 |
| Number of Managed Accounts | $1,040,000 | 148 |
| Number of Non-Managed Accounts | $153,000 | 196 |
| Total fiduciary and related assets | $503,382,000 | 262 |
| Managed Assets ($) | $329,387,000 | 251 |
| Non-managed Assets ($) | $173,995,000 | 194 |
| Memoranda | ||
| Gross Fiduciary activities income | $630,000 | 245 |
| 2006-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,170,000 | 194 |
| Number of Managed Accounts | $1,015,000 | 156 |
| Number of Non-Managed Accounts | $155,000 | 279 |
| Total fiduciary and related assets | $489,946,000 | 262 |
| Managed Assets ($) | $318,476,000 | 261 |
| Non-managed Assets ($) | $171,470,000 | 196 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,249,000 | 253 |
| 2006-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,159,000 | 184 |
| Number of Managed Accounts | $1,013,000 | 156 |
| Number of Non-Managed Accounts | $146,000 | 206 |
| Total fiduciary and related assets | $459,421,000 | 275 |
| Managed Assets ($) | $297,194,000 | 274 |
| Non-managed Assets ($) | $162,227,000 | 202 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,652,000 | 260 |
| 2006-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,138,000 | 188 |
| Number of Managed Accounts | $997,000 | 162 |
| Number of Non-Managed Accounts | $141,000 | 217 |
| Total fiduciary and related assets | $439,100,000 | 281 |
| Managed Assets ($) | $282,878,000 | 279 |
| Non-managed Assets ($) | $156,222,000 | 214 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,101,000 | 265 |
| 2006-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,100,000 | 192 |
| Number of Managed Accounts | $960,000 | 166 |
| Number of Non-Managed Accounts | $140,000 | 217 |
| Total fiduciary and related assets | $441,373,000 | 285 |
| Managed Assets ($) | $282,549,000 | 278 |
| Non-managed Assets ($) | $158,824,000 | 212 |
| Memoranda | ||
| Gross Fiduciary activities income | $547,000 | 263 |
| 2005-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,042,000 | 212 |
| Number of Managed Accounts | $893,000 | 183 |
| Number of Non-Managed Accounts | $149,000 | 302 |
| Total fiduciary and related assets | $411,651,000 | 288 |
| Managed Assets ($) | $228,262,000 | 309 |
| Non-managed Assets ($) | $183,389,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $2,011,000 | 270 |
| 2005-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $1,002,000 | 197 |
| Number of Managed Accounts | $855,000 | 180 |
| Number of Non-Managed Accounts | $147,000 | 214 |
| Total fiduciary and related assets | $398,713,000 | 289 |
| Managed Assets ($) | $221,658,000 | 296 |
| Non-managed Assets ($) | $177,055,000 | 199 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,556,000 | 261 |
| 2005-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $992,000 | 200 |
| Number of Managed Accounts | $849,000 | 179 |
| Number of Non-Managed Accounts | $143,000 | 217 |
| Total fiduciary and related assets | $405,233,000 | 282 |
| Managed Assets ($) | $224,839,000 | 298 |
| Non-managed Assets ($) | $180,394,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $954,000 | 272 |
| 2005-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $965,000 | 209 |
| Number of Managed Accounts | $822,000 | 183 |
| Number of Non-Managed Accounts | $143,000 | 221 |
| Total fiduciary and related assets | $393,654,000 | 290 |
| Managed Assets ($) | $216,982,000 | 303 |
| Non-managed Assets ($) | $176,672,000 | 200 |
| Memoranda | ||
| Gross Fiduciary activities income | $477,000 | 272 |
| 2004-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $944,000 | 228 |
| Number of Managed Accounts | $799,000 | 194 |
| Number of Non-Managed Accounts | $145,000 | 318 |
| Total fiduciary and related assets | $398,482,000 | 283 |
| Managed Assets ($) | $221,832,000 | 309 |
| Non-managed Assets ($) | $176,650,000 | 205 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,066,000 | 364 |
| 2004-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $924,000 | 218 |
| Number of Managed Accounts | $790,000 | 191 |
| Number of Non-Managed Accounts | $134,000 | 230 |
| Total fiduciary and related assets | $369,405,000 | 287 |
| Managed Assets ($) | $209,576,000 | 304 |
| Non-managed Assets ($) | $159,829,000 | 207 |
| Memoranda | ||
| Gross Fiduciary activities income | $576,000 | 435 |
| 2004-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $910,000 | 225 |
| Number of Managed Accounts | $778,000 | 192 |
| Number of Non-Managed Accounts | $132,000 | 236 |
| Total fiduciary and related assets | $384,748,000 | 284 |
| Managed Assets ($) | $220,836,000 | 299 |
| Non-managed Assets ($) | $163,912,000 | 206 |
| Memoranda | ||
| Gross Fiduciary activities income | $137,000 | 719 |
| 2004-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $868,000 | 231 |
| Number of Managed Accounts | $739,000 | 197 |
| Number of Non-Managed Accounts | $129,000 | 238 |
| Total fiduciary and related assets | $369,224,000 | 291 |
| Managed Assets ($) | $217,031,000 | 308 |
| Non-managed Assets ($) | $152,193,000 | 213 |
| Memoranda | ||
| Gross Fiduciary activities income | $441,000 | 284 |
| 2003-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $841,000 | 272 |
| Number of Managed Accounts | $710,000 | 216 |
| Number of Non-Managed Accounts | $131,000 | 360 |
| Total fiduciary and related assets | $358,852,000 | 304 |
| Managed Assets ($) | $208,616,000 | 328 |
| Non-managed Assets ($) | $150,236,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,487,000 | 309 |
| 2003-09-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $753,000 | 268 |
| Number of Managed Accounts | $629,000 | 224 |
| Number of Non-Managed Accounts | $124,000 | 253 |
| Total fiduciary and related assets | $327,551,000 | 318 |
| Managed Assets ($) | $185,795,000 | 321 |
| Non-managed Assets ($) | $141,756,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,056,000 | 327 |
| 2003-06-30 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $734,000 | 279 |
| Number of Managed Accounts | $611,000 | 234 |
| Number of Non-Managed Accounts | $123,000 | 265 |
| Total fiduciary and related assets | $321,243,000 | 321 |
| Managed Assets ($) | $183,719,000 | 323 |
| Non-managed Assets ($) | $137,524,000 | 229 |
| Memoranda | ||
| Gross Fiduciary activities income | $678,000 | 338 |
| 2003-03-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $776,000 | 271 |
| Number of Managed Accounts | $648,000 | 233 |
| Number of Non-Managed Accounts | $128,000 | 264 |
| Total fiduciary and related assets | $300,030,000 | 329 |
| Managed Assets ($) | $163,622,000 | 343 |
| Non-managed Assets ($) | $136,408,000 | 228 |
| Memoranda | ||
| Gross Fiduciary activities income | $333,000 | 346 |
| 2002-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 1 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $873,000 | 281 |
| Number of Managed Accounts | $744,000 | 231 |
| Number of Non-Managed Accounts | $129,000 | 373 |
| Total fiduciary and related assets | $304,314,000 | 334 |
| Managed Assets ($) | $167,849,000 | 369 |
| Non-managed Assets ($) | $136,465,000 | 240 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,424,000 | 338 |
| 2001-12-31 | Rank | |
| Fiduciary powers granted | $1,000 | 2 |
| Fiduciary power exercised | $1,000 | 1 |
| Fiduciary or related activity | $1,000 | 1 |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $749,000 | 294 |
| Number of Managed Accounts | $607,000 | 252 |
| Number of Non-Managed Accounts | $142,000 | 345 |
| Total fiduciary and related assets | $356,118,000 | 293 |
| Managed Assets ($) | $180,543,000 | 348 |
| Non-managed Assets ($) | $175,575,000 | 198 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,524,000 | 335 |
| 2000-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |
| 1999-12-31 | Rank | |
| Fiduciary powers granted | NA | NA |
| Fiduciary power exercised | NA | NA |
| Fiduciary or related activity | NA | NA |
| Fiduciary and related services | ||
| Number of Fiduciary Accounts and Related Asset Accounts | $0 | 1 |
| Number of Managed Accounts | NA | NA |
| Number of Non-Managed Accounts | NA | NA |
| Total fiduciary and related assets | $0 | 1 |
| Managed Assets ($) | NA | NA |
| Non-managed Assets ($) | NA | NA |
| Memoranda | ||
| Gross Fiduciary activities income | NA | NA |