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ADVISORSTRUST PARTNERS LLC
Legal name: ADVISORTRUST PARTNERS, LLC
CRD 304967File 801-134387
APPROVED
Retail clients
Custody
Filing as of May 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$435.3M
Below cohort median (national)
Discretionary AUM
$435.3M
Clients
184
523 accounts
Employees
6
Above cohort median in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 25, 2025
- Principal office
- 9121 ANSON WAY, SUITE 200, RALEIGH, NC, 27615
- Phone
- 919-298-2458
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $435.3M
- Discretionary AUM
- $435.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 523
- Non-discretionary accounts
- 0
- Total accounts
- 523
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $199.5M |
| Charitable organizations | 5 | $3.3M |
| High net worth individuals | 72 | $197.9M |
| Individuals (other than high net worth individuals) | 100 | $34.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- 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
- No
- 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.