Big Assets

Caldwell Trust Reaches $1 Billion Milestone

The company will also celebrate its 25th anniversary this year.

By Staff March 30, 2018

Kelly caldwell  caldwell trust company cnjqnc

Kelly Caldwell


Caldwell Trust Company has reached $1 billion in assets according to R. G. “Kelly” Caldwell Jr., CEO/president. The company, founded in 1993, will celebrate its 25th anniversary later this year. 

Caldwell Trust Company offers a range of fiduciary services to individuals including services as trustee, custodian, investment adviser, financial manager and personal representative. The company began with a staff of five and now employs 34.

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