AdvisorsTrust Partners, LLC

RIASEC Registered

Total AUM

$435M

Discretionary

$435M

100% of AUM

Avg account

$832K

Accounts

523

Employees

Advisory reps

Firm details

Headquarters: Raleigh, North Carolina
CRD number: 304967
Registered since: September 25, 2025
Website: www.advisortrust.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Corporations / Businesses45.84%
HNWI45.46%
Individuals7.94%
Charitable Organizations0.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

AdvisorsTrust Partners, LLC is an independent registered investment advisor that began SEC registration in 2025. Structured as an LLC with individual ownership, the firm serves both high-net-worth individuals and families as well as institutional clients. Its core service set centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Compensation is primarily a percentage of assets under management, supplemented by hourly fees for advisory work. The firm does not act as a capital allocator or pension consultant, and it does not market itself as an ESG-focused manager. Advisory activity appears focused on managed, fee-based relationships rather than operating proprietary private investment vehicles.