← Directory
AMERICAN TRUST INVESTMENT ADVISORS, LLC
CRD 114439File 801-60454
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$303.5M
Below cohort median (national)
Discretionary AUM
$303.5M
Clients
116
193 accounts
Employees
4
Below cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 6, 2001
- Principal office
- 67 ETNA ROAD, SUITE 360, LEBANON, NH, 03766-1358
- Phone
- 603-448-6415
- Website
- HTTP://WWW.AMERTRUST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $303.5M
- Discretionary AUM
- $303.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 193
- Non-discretionary accounts
- 0
- Total accounts
- 193
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 33 | $203.2M |
| High net worth individuals | 39 | $79.5M |
| Individuals (other than high net worth individuals) | 44 | $20.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.