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PRIMETRUST ADVISORS LLC
CRD 141625File 801-68762
APPROVED
Retail clients
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 30 | 32 | increased by2 |
| Apr 1, 2026 | AUM | $394,467,825 | $421,567,644 | increased by$27,099,819 |
| Apr 1, 2026 | Accounts | 58 | 56 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 18 | 30 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $305,647,144 | $394,467,825 | increased by$88,820,681 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 30 | 58 | increased by28 |
| Apr 1, 2022 | Clients | 12 | 18 | increased by6 |
| Apr 1, 2022 | AUM | $266,965,285 | $305,647,144 | increased by$38,681,859 |
| Apr 1, 2022 | Accounts | 21 | 30 | increased by9 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRIMETRUST ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRIMETRUST ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.