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| Advisortrust Partners LLC
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|---|---|
| CRD # | 304967 |
| SEC # | 801-134387 |
| CIK # | 0002115523 |
| AUM | $435.3 M (2026-05-27) |
| Employees | 6 (67% Investors, 50% Brokers) |
| Phone | 919-298-2458 |
| Address | 9121 Anson Way Raleigh, NC 27615 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002115523 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 11.6 | ||
| SPDR Gold Trust | 10.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 8.8 | ||
| Wal Mart Stores Inc | 8.3 | ||
| J P Morgan Chase & Co | 8.3 | ||
| Apple Inc | 7.5 | ||
| Target Corp | 5.7 | ||
| PNC Financial Services Group Inc | 5.4 | ||
| Merck & Co Inc | 5.0 | ||
| Amgen Inc | 4.2 | ||
| AMB Property Corp | 4.0 | ||
| Medtronic Holdings Ltd | 4.0 | ||
| Emerson Electric Co | 3.8 | ||
| PepsiCo Inc | 3.5 | ||
| NXP Semiconductors NV | 2.7 | ||
| Qualcomm Inc/DE | 2.6 | ||
| Microsoft Corp | 2.0 | ||
| Nvidia Corp | 1.8 | ||
| Johnson & Johnson | 1.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 34.5 |
| (b) Individuals (high net worth individuals) | 72 | 197.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 199.5 |
| (n) Other | 0 | 0.0 |
| Total | 523 | 435.3 |
| By Discretionary | ||
| Discretionary | 523 | 435.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 523 | 435.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 435.3 | |
| Total | 523 | 435.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002115523] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Blueprint Investing LLC
✚
|
CA | 0.4 |
|
Financial Asset Management Corp
✚
|
NY | 0.4 |
|
Chapel Hill Investment Analysts Inc
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|
PA | 0.4 |
|
Questmont Virtual Family Office LLC
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|
FL | 0.4 |
|
PFS Partners LLC
✚
|
NJ | 0.4 |
|
Murphy Middleton Hinkle & Parker Inc
✚
|
GA | 0.4 |
|
VCI Wealth Management LLC
✚
|
MO | 0.4 |
|
Family Capital Management Inc
✚
|
MI | 0.4 |
|
Horrell Capital Management Inc
✚
|
AR | 0.4 |
|
Comprehensive Financial Planning Inc
✚
|
PA | 0.4 |