District Reports Ongoing Public Trust Investment Advisory Services
Southwest Florida Water Management DistrictUtility District · Brooksville, FL- Disclosed value
- $6,607 monthly earnings; $20,522 quarterly earnings; $98,065 year-to-date advisory fees
- From report
- Document date
- Oct 27, 2026
The 30-second brief
Southwest Florida Water Management District received its quarterly investment strategy update from Public Trust Advisors, LLC for the period ended September 30, 2026. The report identified $20,522 in quarterly advisory fees and $98,065 in year-to-date fees for managed assets.
Public Trust Advisors LLC holds this financial services contract with Southwest Florida Water Management District. Its other public contracts on record include work for State of Indiana and Camarillo Health Care District.
Term as filed: Investment portfolio services reported for July 1, 2026 – September 30, 2026.
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Contract details
- Contract type
- Financial Services
- Amount
- $6,607 monthly earnings; $20,522 quarterly earnings; $98,065 year-to-date advisory fees
- Document date
- October 27, 2026
- Term
- Investment portfolio services reported for July 1, 2026 – September 30, 2026
- Source document
- Southwest Florida Water Management District Report Investment Strategy Quarterly Update 2026-10-27 (Report)
Public Trust Advisors LLC's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Southwest Florida Water Management District?
Public Trust Advisors LLC was awarded this financial services contract by Southwest Florida Water Management District, as recorded on October 27, 2026. The contract value is $6,607 monthly earnings; $20,522 quarterly earnings; $98,065 year-to-date advisory fees.
How much is the Public Trust Advisors LLC contract with Southwest Florida Water Management District worth?
The Public Trust Advisors LLC contract with Southwest Florida Water Management District is valued at $6,607 monthly earnings; $20,522 quarterly earnings; $98,065 year-to-date advisory fees, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a report record.
Where was this contract approved?
This contract appears in Southwest Florida Water Management District Report Investment Strategy Quarterly Update 2026-10-27 (Report), dated October 27, 2026 from Southwest Florida Water Management District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Public Trust Advisors LLC hold?
Public Trust Advisors LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Southwest Florida Water Management District currently buying?
Explore Southwest Florida Water Management District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.