AMERITRUST INVESTMENT ADVISORS INC

RIASEC Registered
Total AUM
$52.4M
Discretionary
$52.1M
100% of AUM
Avg account
$294K
Accounts
178
Employees
6
Advisory reps
7

Firm details

Headquarters
TULSA, Oklahoma
CRD number
108589
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 36%, Public Funds/Mutual Funds 31%, Investment Grade Corp Bonds 24%, Cash & Cash Equivalents 9%36%
  • Exchange Traded Equities36%
  • Public Funds/Mutual Funds31%
  • Investment Grade Corp Bonds24%
  • Cash & Cash Equivalents9%

Owners & executives

1 of 1
  • CHRISTOPHER HOLTZCLAW

    Chief Fiduciary OfficerCRD 6526405

Contacts

3 of 6
  • KENNY BROWN, JR.

    PresidentCRD 6862043

  • JOHN ROE

    PresidentCRD 1224388

  • LAURIE Horton

    Assistant Vice PresidentCRD 5915520

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth