Home > The Smith County State Bank and Trust Company > Fiduciary and Related Services
The Smith County State Bank and Trust Company, Fiduciary and Related Services
| 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 | $1,390,000 | 155 |
| Number of Managed Accounts | $1,343,000 | 123 |
| Number of Non-Managed Accounts | $47,000 | 288 |
| Total fiduciary and related assets | $263,889,000 | 353 |
| Managed Assets ($) | $261,955,000 | 290 |
| Non-managed Assets ($) | $1,934,000 | 406 |
| Memoranda | ||
| Gross Fiduciary activities income | $387,000 | 324 |
| 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 | $1,399,000 | 161 |
| Number of Managed Accounts | $1,352,000 | 122 |
| Number of Non-Managed Accounts | $47,000 | 564 |
| Total fiduciary and related assets | $265,565,000 | 356 |
| Managed Assets ($) | $263,539,000 | 293 |
| Non-managed Assets ($) | $2,026,000 | 916 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,423,000 | 340 |
| 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 | $1,409,000 | 153 |
| Number of Managed Accounts | $1,359,000 | 117 |
| Number of Non-Managed Accounts | $50,000 | 269 |
| Total fiduciary and related assets | $262,626,000 | 348 |
| Managed Assets ($) | $260,409,000 | 297 |
| Non-managed Assets ($) | $2,217,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,050,000 | 338 |
| 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 | $1,413,000 | 156 |
| Number of Managed Accounts | $1,364,000 | 119 |
| Number of Non-Managed Accounts | $49,000 | 283 |
| Total fiduciary and related assets | $256,637,000 | 359 |
| Managed Assets ($) | $254,338,000 | 305 |
| Non-managed Assets ($) | $2,299,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $700,000 | 339 |
| 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 | $1,413,000 | 154 |
| Number of Managed Accounts | $1,361,000 | 117 |
| Number of Non-Managed Accounts | $52,000 | 277 |
| Total fiduciary and related assets | $248,925,000 | 369 |
| Managed Assets ($) | $246,690,000 | 312 |
| Non-managed Assets ($) | $2,235,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $350,000 | 342 |
| 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 | $1,406,000 | 166 |
| Number of Managed Accounts | $1,352,000 | 118 |
| Number of Non-Managed Accounts | $54,000 | 535 |
| Total fiduciary and related assets | $249,029,000 | 372 |
| Managed Assets ($) | $246,629,000 | 309 |
| Non-managed Assets ($) | $2,400,000 | 894 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,406,000 | 333 |
| 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 | $1,431,000 | 152 |
| Number of Managed Accounts | $1,374,000 | 120 |
| Number of Non-Managed Accounts | $57,000 | 278 |
| Total fiduciary and related assets | $247,547,000 | 355 |
| Managed Assets ($) | $244,923,000 | 297 |
| Non-managed Assets ($) | $2,624,000 | 379 |
| Memoranda | ||
| Gross Fiduciary activities income | $956,000 | 349 |
| 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 | $1,454,000 | 152 |
| Number of Managed Accounts | $1,399,000 | 120 |
| Number of Non-Managed Accounts | $55,000 | 286 |
| Total fiduciary and related assets | $240,537,000 | 365 |
| Managed Assets ($) | $238,113,000 | 302 |
| Non-managed Assets ($) | $2,424,000 | 384 |
| Memoranda | ||
| Gross Fiduciary activities income | $637,000 | 353 |
| 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 | $1,498,000 | 150 |
| Number of Managed Accounts | $1,442,000 | 115 |
| Number of Non-Managed Accounts | $56,000 | 290 |
| Total fiduciary and related assets | $219,522,000 | 370 |
| Managed Assets ($) | $217,076,000 | 314 |
| Non-managed Assets ($) | $2,446,000 | 389 |
| Memoranda | ||
| Gross Fiduciary activities income | $319,000 | 351 |
| 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 | $1,491,000 | 157 |
| Number of Managed Accounts | $1,438,000 | 117 |
| Number of Non-Managed Accounts | $53,000 | 563 |
| Total fiduciary and related assets | $222,106,000 | 395 |
| Managed Assets ($) | $219,475,000 | 320 |
| Non-managed Assets ($) | $2,631,000 | 888 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,360,000 | 342 |
| 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 | $1,494,000 | 145 |
| Number of Managed Accounts | $1,438,000 | 113 |
| Number of Non-Managed Accounts | $56,000 | 287 |
| Total fiduciary and related assets | $224,061,000 | 358 |
| Managed Assets ($) | $221,353,000 | 297 |
| Non-managed Assets ($) | $2,708,000 | 380 |
| Memoranda | ||
| Gross Fiduciary activities income | $938,000 | 348 |
| 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 | $1,516,000 | 146 |
| Number of Managed Accounts | $1,459,000 | 109 |
| Number of Non-Managed Accounts | $57,000 | 289 |
| Total fiduciary and related assets | $223,744,000 | 367 |
| Managed Assets ($) | $220,932,000 | 300 |
| Non-managed Assets ($) | $2,812,000 | 397 |
| Memoranda | ||
| Gross Fiduciary activities income | $625,000 | 346 |
| 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 | $1,528,000 | 147 |
| Number of Managed Accounts | $1,470,000 | 112 |
| Number of Non-Managed Accounts | $58,000 | 289 |
| Total fiduciary and related assets | $219,349,000 | 367 |
| Managed Assets ($) | $216,607,000 | 304 |
| Non-managed Assets ($) | $2,742,000 | 399 |
| Memoranda | ||
| Gross Fiduciary activities income | $312,000 | 348 |
| 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 | $1,517,000 | 159 |
| Number of Managed Accounts | $1,458,000 | 116 |
| Number of Non-Managed Accounts | $59,000 | 540 |
| Total fiduciary and related assets | $218,137,000 | 395 |
| Managed Assets ($) | $214,229,000 | 319 |
| Non-managed Assets ($) | $3,908,000 | 835 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,273,000 | 329 |
| 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 | $1,526,000 | 148 |
| Number of Managed Accounts | $1,465,000 | 113 |
| Number of Non-Managed Accounts | $61,000 | 291 |
| Total fiduciary and related assets | $213,536,000 | 363 |
| Managed Assets ($) | $210,050,000 | 301 |
| Non-managed Assets ($) | $3,486,000 | 388 |
| Memoranda | ||
| Gross Fiduciary activities income | $887,000 | 353 |
| 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 | $1,525,000 | 148 |
| Number of Managed Accounts | $1,465,000 | 112 |
| Number of Non-Managed Accounts | $60,000 | 301 |
| Total fiduciary and related assets | $210,195,000 | 369 |
| Managed Assets ($) | $206,809,000 | 309 |
| Non-managed Assets ($) | $3,386,000 | 394 |
| Memoranda | ||
| Gross Fiduciary activities income | $591,000 | 351 |
| 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 | $1,579,000 | 138 |
| Number of Managed Accounts | $1,516,000 | 111 |
| Number of Non-Managed Accounts | $63,000 | 297 |
| Total fiduciary and related assets | $209,580,000 | 380 |
| Managed Assets ($) | $207,115,000 | 316 |
| Non-managed Assets ($) | $2,465,000 | 405 |
| Memoranda | ||
| Gross Fiduciary activities income | $296,000 | 356 |
| 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 | $1,600,000 | 149 |
| Number of Managed Accounts | $1,537,000 | 118 |
| Number of Non-Managed Accounts | $63,000 | 552 |
| Total fiduciary and related assets | $207,498,000 | 411 |
| Managed Assets ($) | $205,604,000 | 334 |
| Non-managed Assets ($) | $1,894,000 | 977 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,303,000 | 334 |
| 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 | $1,689,000 | 140 |
| Number of Managed Accounts | $1,626,000 | 110 |
| Number of Non-Managed Accounts | $63,000 | 306 |
| Total fiduciary and related assets | $175,469,000 | 385 |
| Managed Assets ($) | $173,664,000 | 325 |
| Non-managed Assets ($) | $1,805,000 | 416 |
| Memoranda | ||
| Gross Fiduciary activities income | $895,000 | 358 |
| 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 | $1,718,000 | 142 |
| Number of Managed Accounts | $1,654,000 | 111 |
| Number of Non-Managed Accounts | $64,000 | 311 |
| Total fiduciary and related assets | $181,495,000 | 384 |
| Managed Assets ($) | $179,739,000 | 325 |
| Non-managed Assets ($) | $1,756,000 | 420 |
| Memoranda | ||
| Gross Fiduciary activities income | $597,000 | 362 |
| 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 | $1,721,000 | 150 |
| Number of Managed Accounts | $1,653,000 | 116 |
| Number of Non-Managed Accounts | $68,000 | 309 |
| Total fiduciary and related assets | $174,851,000 | 393 |
| Managed Assets ($) | $173,280,000 | 335 |
| Non-managed Assets ($) | $1,571,000 | 431 |
| Memoranda | ||
| Gross Fiduciary activities income | $305,000 | 364 |
| 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 | $1,805,000 | 152 |
| Number of Managed Accounts | $1,742,000 | 113 |
| Number of Non-Managed Accounts | $63,000 | 560 |
| Total fiduciary and related assets | $216,307,000 | 396 |
| Managed Assets ($) | $214,737,000 | 308 |
| Non-managed Assets ($) | $1,570,000 | 1,017 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,301,000 | 356 |
| 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 | $1,662,000 | 144 |
| Number of Managed Accounts | $1,597,000 | 110 |
| Number of Non-Managed Accounts | $65,000 | 524 |
| Total fiduciary and related assets | $218,719,000 | 382 |
| Managed Assets ($) | $214,933,000 | 315 |
| Non-managed Assets ($) | $3,786,000 | 826 |
| Memoranda | ||
| Gross Fiduciary activities income | $1,279,000 | 373 |
| 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 |
| 1998-12-31 | 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 |
| 1997-12-31 | 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 |
| 1996-12-31 | 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 |
| 1995-12-31 | 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 |
| 1994-12-31 | 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 |
| 1993-12-31 | 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 |
| 1992-12-31 | 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 |