- April 15, 2024
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VENICE -- Caldwell Trust Co. has grown its assets under management to more than $500 million, the company announced this week.
R.G. “Kelly” Caldwell Jr. says the company reached the $500 million milestone during the fourth quarter of 2011. Assets have grown 25% since January 2009, when the company managed $400 million.
In addition to growing its assets, the Venice-based company has added three trust officers in the past 14 months, for a total of nine trust officers on staff.
Caldwell Trust Co. is headquartered at 201 Center Road in Venice, and also has an office in Sarasota.
