# Farmers National Investments

Farmers National Investments is a Bank / Wealth / Trust based in Canfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Canfield, United States
- **Region:** North America
- **Address:** Canfield, OH, United States
- **Founded:** 1887
- **Assets under management:** Undisclosed
- **Website:** farmersnationalinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/farmers-national-investments

## Regulatory record

- **Reports private funds:** No

## About

Farmers National Investments traces its origin to the 1887 founding of Farmers National Bank of Canfield, Ohio, a federally chartered community bank that grew through more than a century of agricultural and industrial cycles. The wealth management division operates as the trust and private-client arm of a publicly traded holding company, Farmers National Banc Corp., which today maintains over 60 branches across Ohio and Western Pennsylvania. The investment unit draws on a client base shaped by the bank's historic lending relationships with farm owners, commercial real estate operators, and Ohio's mid-market manufacturing base. The investment group manages individual portfolios, trusts, and retirement accounts, typically allocating across equities, fixed income, and real estate derived from the bank's own commercial lending book. The firm does not run pooled private-market funds but instead constructs direct separate-account mandates for trust beneficiaries and high-net-worth families — a model that mirrors the fiduciary posture of a trust department rather than a registered investment adviser competing for institutional allocator mandates. Public filings show the parent company's wealth management revenue is driven largely by net interest margin on trust-held deposits and recurring fees on assets under administration. Farmers National Banc Corp.'s trust assets are reported alongside the bank's total wealth management segment, though the company does not break out a standalone AUM figure for its investment division. In 2023, the parent completed the acquisition of Emclaire Financial Corp., folding $1.1 billion in assets and seven Western Pennsylvania branches into its regional footprint (per company filings, 2023). The bank's leadership includes President and CEO Kevin J. Helmick, who has managed operations through multiple Ohio-market consolidations. Structurally, Farmers National Investments operates as a bank-owned trust division — a model that subjects the practice to both OCC oversight and fiduciary standards under Ohio trust law. Unlike the independent family-office sector, the firm's capital base is the bank's own balance sheet, while its investment mandates remain tethered to personal trust accounts and court-supervised estates, creating a governance framework distinct from most $1B-plus private wealth managers.

## Sectors

- Financial Services

## Questions

### Who holds ultimate decision-making authority over trust investment policy?

The trust division operates under the fiduciary oversight of the parent bank's board and its trust committee, which sets asset-allocation guidelines. Kevin J. Helmick serves as President and CEO of the holding company, with investment officers executing within committee-approved frameworks.

### Does the bank disclose assets under management for the investment division?

Farmers National Banc Corp. reports a consolidated wealth management segment that includes trust assets, brokerage services, and deposit administration, but has not publicly isolated an AUM figure attributable solely to the investment group. The firm's public filings emphasize wealth management revenue rather than a discrete AUM metric.

### How does the Emclaire Financial Corp. acquisition affect the investment practice?

The 2023 merger added $1.1 billion in total assets and seven branches in Western Pennsylvania, expanding the trust division's geographic reach and prospective client base. It also increased the trust department's pipeline for fiduciary mandates from rural and small-town markets previously served by Emclaire's own trust operations.

## Related profiles

- [Farmers Mutual Hail Insurance Company of Iowa](https://altss.com/profile/farmers-mutual-hail-insurance-company-of-iowa)
- [Farnam Financial](https://altss.com/profile/farnam-financial)

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Last updated: 2026-07-10T23:17:45.000Z

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