Caldwell Trust Company Email Format

Investment ManagementFlorida, United States11-50 Employees

Caldwell Trust Company is an independent trust company focused on investment management, based in Venice, Florida, and founded in 1993. It has more than 30 years of investment experience and oversees assets exceeding half a billion dollars. The firm provides fiduciary services for individuals, including acting as trustee, custodian, investment advisor, financial manager, and personal representative, and it also offers 401(k) and 403(b) retirement plans for companies.

It maintains a traditional, independent model that emphasizes direct client contact and in-house operations, while avoiding product sales and the drafting of legal documents or tax returns to prevent conflicts of interest. In 2025, Caldwell Trust Company promoted Alisa Ivey Craton to Vice President and Trust Officer.

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