American Trust Investment Advisors, LLC
Firm details
- Headquarters
- Lebanon, New Hampshire
- CRD number
- 114439
- Registered since
- August 6, 2001
- Website
- www.amertrust.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations66.97%
- HNWI26.2%
- Individuals6.83%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
American Trust Investment Advisors, LLC is an independent registered investment adviser established in 2001 that manages portfolios for individuals, families and small businesses. The firm operates on a percentage-of-AUM fee model and is organized as an LLC under individual ownership. Its advisory work centers on discretionary portfolio management rather than acting as a capital allocator, and it does not identify as an active ESG investor or a multi-state adviser. The firm’s publicly reported activities emphasize equity-focused portfolio construction and standard investment-advisory services for private clients and small institutions.
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
- Exchange Traded Equities72%
- US Government Bonds20%
- Cash & Cash Equivalents4%
- Other4%
Owners & executives
1 of 1
Stephanie Brill
Chief Administrative Officer and Chief Compliance OfficerCRD 5115511
Contacts
2 of 2
Paul Collins
PresidentCRD 4433717
Anik Mutsuddy
Financial AnalystCRD 7805196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$12.5M in ETFs
96%
$11.9M
4%
$524K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) SEMICONDUCTOR ETF (XSD) | State Street | Passive | Technology | $4M | 6,379 | 31.90% |
Location
Lebanon, NH
Grafton
Location
Lebanon, NH
Headquartered in Lebanon, NH, in the Northeast of the United States.
- Region
- Northeast
- County
- Grafton
- Address
- 67 Etna Rd
- Time zone
- ET (UTC-5)
- Office locations
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