AdvisorsTrust Partners, LLC

RIASEC RegisteredEst. 2025
Total AUM
$435M
Discretionary
$435M
100% of AUM
Avg account
$832K
Accounts
523
Employees
6
Advisory reps
3

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 adviser organized as an LLC and owned by an individual. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and business or institutional entities. Its compensation model includes percentage-of-assets-under-management fees alongside hourly charges. The firm is not positioned as a capital allocator; instead it relies on external managers for alternative exposures. AdvisorsTrust Partners does not identify as an active ESG investor and is not listed as a multi-state adviser. The firm’s SEC registration date is recorded as 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, Exchange Traded Equities 34%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Cash & Cash Equivalents 1%62%
  • Public Funds/Mutual Funds62%
  • Exchange Traded Equities34%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

1 of 1
  • James Castleman

    James Castleman

    Chief Compliance OfficerCRD 5582414

Contacts

2 of 2
  • Maxwell Neisler

    Maxwell Neisler

    Financial AdvisorCRD 8052340

  • David Mcmahan

    David Mcmahan

    PresidentCRD 3078266

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 78

Active vs passive

$141M in ETFs

Passive

65%

$91.9M

Active

33%

$48.8M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$15.9M21,30411.30%
Unlock additional holdings →

Location

Primary office

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
9121 Anson Way
Time zone
ET (UTC-5)
Office locations

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