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PRIMETRUST ADVISORS LLC
CRD 141625File 801-68762
APPROVED
Retail clients
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$421.6M
Below cohort median (national)
Discretionary AUM
$15.3M
Non-discretionary $406.3M
Clients
32
56 accounts
Employees
3
Above cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 12, 2008
- Principal office
- 850 S PLEASANTBURG DR, SUITE 101, GREENVILLE, SC, 29607
- Phone
- 864-552-4020
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $421.6M
- Discretionary AUM
- $15.3M
- Non-discretionary AUM
- $406.3M
- Discretionary accounts
- 43
- Non-discretionary accounts
- 13
- Total accounts
- 56
- AUM per client
- $13.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $8.9M |
| Pension and profit sharing plans | 6 | $406.4M |
| Individuals (other than high net worth individuals) | 23 | $6.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
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.