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Farmers & Merchants Trust Company
Farmers & Merchants Trust Company was founded in 1914 as a state-chartered trust company in Long Beach, California.
Farmers & Merchants Trust Company
Farmers & Merchants Trust Company was founded in 1914 as a state-chartered trust company in Long Beach, California. The firm is led by President and CEO John A. Bohn, who oversees its dual role as a bank and a fiduciary for high-net-worth families. Its wealth originates from serving California families over multiple generations, rather than a single founding fortune. The trust company provides wealth management, trust and estate administration, and private banking services. Its investment approach includes a mix of public equities, fixed income, real estate, and agricultural holdings — the latter reflecting the "Farmers" name and a portfolio of working farms in California. The firm does not disclose specific portfolio companies or deals, but public filings show real estate holdings in Los Angeles County and agricultural land in the Central Valley. The firm operates from a single office in Long Beach and employs a team of trust officers, investment professionals, and support staff. It has no disclosed philanthropic foundation or adjacent vehicles, though it offers charitable trust services to clients. No recent operational events are publicly available, as the firm does not issue press releases or marketing materials. Farmers & Merchants Trust Company is structurally distinct from most family offices because it is a regulated trust company — not a private investment vehicle. This charter allows it to serve as executor, trustee, and guardian for clients, a role typically handled by large banks or law firms. Its focus on multi-generational wealth transfer and California-centric real estate differentiates it from the broader wealth management industry.
General information
Firm type
Wealth / Trust
Year founded
1914
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Long Beach
Corporate office
Long Beach, California, United States
Principals
John A. Bohn
President and CEO
Sector focus
Frequently asked questions
Who runs Farmers & Merchants Trust Company?
John A. Bohn serves as President and CEO of Farmers & Merchants Trust Company, as stated on the firm's website.
Is Farmers & Merchants Trust Company a family office or a bank?
It is a state-chartered trust company and bank, not a single or multi-family office. Its charter allows it to act as trustee, executor, and guardian for client families, which is a fiduciary role more common at large trust banks than at family offices.
Does Farmers & Merchants Trust Company disclose its assets under management?
No. The firm does not publicly report AUM, and there are no published estimates. As a privately held trust company, it is not required to disclose this figure.
What types of assets does Farmers & Merchants Trust Company invest in?
The firm invests in public equities, fixed income, real estate, and agricultural land. Its real estate holdings are concentrated in Southern California, and its agricultural portfolio includes working farms in the Central Valley, per public filings.
How is Farmers & Merchants Trust Company structured?
It is a state-chartered trust company regulated by the California Department of Financial Protection and Innovation. This structure enables it to offer fiduciary services such as trust administration and estate execution, in addition to wealth management and private banking.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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