AMERITRUST INVESTMENT ADVISORS INC
Firm details
- Headquarters
- TULSA, Oklahoma
- CRD number
- 108589
- Website
- argentfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI39.73%
- Charitable Organizations35.56%
- Individuals24.45%
- Corporations / Businesses0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Ameritrust Investment Advisors Inc. is an independent, corporation-structured registered investment adviser serving individual and family clients. The firm acts as a capital allocator and provides fee-based advisory services under multiple billing arrangements (percentage of AUM, hourly, fixed fees and other fee types). Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of third-party advisers. Ameritrust does not identify as an active ESG investor and appears to operate under state-level registration rather than as a multistate adviser. Ameritrust lists several industry affiliations that extend beyond pure investment advice, including relationships with other investment advisers, registered municipal advisors, trust companies, insurance companies, and pension consulting entities. The firm allocates to third-party alternative managers and uses mutual funds alongside its separately managed and exchange-traded equity positions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities36%
- Public Funds/Mutual Funds31%
- Investment Grade Corp Bonds24%
- Cash & Cash Equivalents9%
Owners & executives
1 of 1CHRISTOPHER HOLTZCLAW
Chief Fiduciary OfficerCRD 6526405
Contacts
3 of 6KENNY BROWN, JR.
PresidentCRD 6862043
JOHN ROE
PresidentCRD 1224388
LAURIE Horton
Assistant Vice PresidentCRD 5915520
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TULSA, OK
TULSA
Location
TULSA, OK
Headquartered in TULSA, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- TULSA
- Address
- 4506 S Harvard Ave
- Time zone
- CT (UTC-6)
- Office locations
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