AdvisorsTrust Partners, LLC
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds62%
- Exchange Traded Equities34%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$166M in ETFs
62%
$103M
33%
$62.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $16.5M | 21,666 | 9.97% |
Location
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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