Old North State Trust, LLC
Old North State Trust, LLC is a trust company headquartered in Greensboro, North Carolina, specializing in trust management, estate administration, retirement planning, and personal trust services. Founded as a legacy-focused, client-centric firm, ONST has expanded across North Carolina and holds banking charters in Tennessee and Georgia. The firm operates with a fiduciary responsibility, primarily serving families and individuals seeking wealth management, legacy planning, and trust administration. The company was founded by Denis R de St. Aubin and is dedicated to providing personalized and objective financial guidance. Employee count is not published, but ONST supports multiple office locations and broad regional service.
Investment Strategy
Old North State Trust creates and manages tailored investment strategies for clients based on disciplined research, a focus on client goals, and a fiduciary standard of care. ONST addresses client needs through trust administration, personalized asset management, retirement plan advisory, and legacy transfer strategies. Their approach balances risk, legacy planning, and growth, adjusting to each client's objectives and providing solutions for both conservative and growth-oriented clients.
Top Holdings
Equity Positions (140)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | Apple Inc | 7.79% | $11.4M | 55,576 | $187.02 | $205.17 | -$2.2M |
S SPY | SPDR S&P 500 ETF | 6.79% | $9.9M | 16,073 | $539.16 | $617.85 | +$401.0K |
N NVDA | NVIDIA Corp | 5.07% | $7.4M | 46,963 | $92.98 | $157.99 | +$1.3M |
M MSFT | Microsoft Corp | 4.94% | $7.2M | 14,537 | $428.12 | $497.41 | +$1.3M |
L LLY | Eli Lilly & Co | 3.94% | $5.8M | 7,394 | $761.24 | $779.53 | +$263.0K |