Trust Co. of the South
Trust Company of the South is an independent, employee-owned trust company founded in 1992 and headquartered in Greensboro, North Carolina. The firm provides investment management, wealth planning, and fiduciary services to high-net-worth individuals and institutions. It is known for its long-term perspective, fiduciary commitment, and transparent, client-first approach. With offices in Greensboro, Raleigh, and Charlotte, the firm has a team of about 25-29 employees serving families and institutions primarily across North Carolina and the Southeast.
Investment Strategy
Trust Company of the South employs a long-term, forward-thinking investment strategy focused on building, protecting, and preserving wealth for families and institutions. Their approach emphasizes integrated planning and transparent management, with all client relationships managed in a fiduciary capacity. The firm is compensated solely by clients, avoiding conflicts of interest inherent to many traditional broker-dealer models. Investment strategies are tailored for each client and emphasize intergenerational legacy, risk management, and holistic wealth solutions.
Latest 13F Filing Activity
Trust Co. of the South filed their most recent 13F report on Sep 30, 2025 disclosing 133 equity positions with a total 13F market value of $603M. The fund increased holdings in Dimensional U.s. Targeted Value, Apple Computer Inc., Dimensional U.s. Marketwide Val among other positions. Trust Co. of the South reduced exposure to SPDR S&P 500, Merck & Co. Inc. Newcom, Ibm Corp. among others.
Top Holdings
Equity Positions (133)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAT | DIMENSIONAL U.S. TARGETED VALUE | 17.18% | $103.6M | 1,779,073 | $53.96 | $58.21 | +$6.7M |
D DFUV | DIMENSIONAL U.S. MARKETWIDE VAL | 13.14% | $79.2M | 1,771,785 | $40.76 | $44.69 | +$3.7M |
D DFAC | DIMENSIONAL U.S. CORE EQUITY 2 | 8.39% | $50.6M | 1,311,123 | $32.16 | $38.57 | +$3.6M |
V VOO | VANGUARD S&P 500 | 5.77% | $34.8M | 56,762 | $497.19 | $612.38 | +$2.7M |
D DFIC | DFA DIMENSIONAL INTL CORE EQUIT | 5.51% | $33.2M | 1,012,673 | $28.15 | $32.79 | +$2.5M |
Industry Allocation
Investment Team (5)
| Name | Role | Location | |
|---|---|---|---|
 | Principal | Raleigh, NC , United States | |
 | Principal | Charlotte, NC , United States | |
J Jay Eich | Principal | Charlotte, NC , United States | |
D Dan Tolomay | Chief Investment Officer | Durham, NC , United States | |
 | Principal | Raleigh, NC , United States |