Trust Company of the South
Financial Services • 
Greensboro, North Carolina, United States • 21-50 Employees
Company overview
| Headquarters | 800 GREEN VALLEY RD STE 304, Suite 304, GREENSBORO, North Carolina 274087030, US |
| Phone number | +13365381000 |
| Websites | |
| NAICS | 52 |
| SIC | 609 |
| Employees | 21-50 |
| Socials |
Key Contacts at Trust Company of the South
Jim Kluttz
Wealth Advisor, Director Of Client Services, Principal
Brad Sutton
Principal, Director Of Operations
Trust Company of the South Email Formats
Trust Company of the South uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@tcts.com), used 53.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@tcts.com | 76.9% |
{first name}{last name} | johndoe@trustcompanyofthesouth.com | 23.1% |
About Trust Company of the South
Trust Company of the South is a North Carolina independent trust company providing premier investment managment, wealth planning, and fiduciary services to maximize wealth for high-net-worth individuals and institutions. How we are different: We are a privately-owned firm, with a majority of the firm owned by employees. This enables us to take a long view in how we manage the firm, rather than the quarter-to-quarter approach of large, publicly-traded Wall Street firms. As the financial crises of 2008 showed, the interests of large Wall Street firms are often at odds with those of their clients. We serve all our clients in a fiduciary capacity. We always have and always will put the interest of our clients ahead of our own. We will always operate in a fully transparent manner, disclosing all fees. Unlike the brokerage firm structure, we work for you, our client, and we are only compensated by you. We receive no fee or commission from any providers or funds we may recommend. A sound financial plan is the foundation of a successful and secure financial future. Wealth management is far more involved than merely managing money. Our combined talents and expertise enable us to provide comprehensive, holistic and objective counsel and guidance to the multitude of issues that surround building and monitoring a financial plan that will change as your life changes. We view our clients as partners and as such, look for relationships that will be mutually rewarding and long-term. Our clients tend to be interesting, successful people who would rather pursue their passions and leave the details and heavy-lifting of managing their wealth in more capable hands.
Trust Company of the South revenue & valuation
| Annual revenue | $11,100,000 |
| Revenue per employee | $284,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $35,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Trust Company of the South has 14 employees across 5 departments.
Departments
Number of employees
Funding Data
Trust Company of the South has never raised funding before.
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Frequently asked questions
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