Our Story
Do the Right Thing
In 2004, we opened for business as Nashville Bank & Trust with a focus on providing thoughtful, competent financial advice to high-net-worth individuals, their families, and their business interests. Since inception, in everything that we do, we have endeavored to adhere to a singular guiding principle:
To do the right thing every day, putting our clients’ interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life.
In 2013, we changed our name to Truxton Trust to distinguish ourselves from community banks and trust companies, and to expand into markets outside of Nashville. Our business has continued to evolve to encompass a broader geography and more services, including sophisticated treasury management, strategic tax planning, and capital advisory services.
Wealth
Wealth Transfer Strategy, Tax Strategy & Mitigation, Investment Policy Development, Investment Strategy, Risk Management, Fiduciary Services
Family Office
Trustee & Executive Services, Long-Term Care Management, Intergenerational Planning, Family Education & Governance, Philanthropic Managements
Banking
Private Banking, Commercial Banking, Treasury Management, Personal & Commercial Lending Solutions, Truxton Capital Advisory
Top U.S. Bank by American Banker 2024
assets under management
bank assets
return on average equity
return on average assets
Twenty Years of Differentiated Success
Since 2012, Truxton has been recognized by American Banker as one of the top 200 best performing community banks in the nation (ranked 9th in 2024)1. Our distinctive, consultative approach with clients has made us one of the fastest growing wealth management firms in the country. Truxton was one of the few banks in the nation to maintain both growth and profitability throughout the recession beginning in 2008.
In sharp contrast to many of our competitors, Truxton shareholders have enjoyed over the last 5 years an average annual return of roughly 16.7%2 (including robust dividends). Since our founding in 2004, the original TRUX shareholders have enjoyed a total return of 12.6% per annum2.
We’ve generated this remarkable outcome over two turbulent decades because of our intense, strategic focus on robust, custom, high-end financial services for fewer clients versus staid, generic, inflexible products designed for the broad population.
1. American Banker’s annual ranking of publicly traded banks with less than $2 billion of assets is determined by return on average equity across three years.
2. As of December 31, 2023, per S&P Cap IQ.
An experienced team of professionals provides customized solutions to its clients’ complex financial needs
Chart your own course and contribute to initiatives that go beyond your job title
Family Office Mindset
With more than $2 billion in assets under management, Truxton Wealth works to provide comprehensive wealth management services to high-net-worth and ultra-high-net-worth families. In this capacity, we assist over 260 clients in managing their wealth and everything that it intersects: family, taxes, retirement, real property, insurance, trusts, estates, philanthropy, and so on and so forth. Our team is deliberately organized to oversee fewer clients per team member, ensuring a more powerful and fulfilling relationship that extends across generations.
Likewise, Truxton Banking provides responsive, high-touch banking and lending services, especially for those wealthy individuals who don’t fit the standard bank “box.” We answer the phone at Truxton. Our clients are not to relegated to robotic responses online or over the phone – all communications will come from a banker you know personally.
For our commercial clients, Truxton Banking offers business and personal lending and depository services. Our team of banking and treasury management experts focuses on streamlining your business finances to save you time and give you command over your day-to-day transactions, allowing you to focus on your business.