Advisortrust Partners, LLC
● SEC registered since 2025CRD 304967SEC# 801-134387Raleigh, NC
Reg. AUM
$435.3M
Employees
6
Accounts
523
Location
Raleigh, NC
Advisortrust Partners, LLC assets under management
Advisortrust Partners, LLC is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2025. It reports $435.3 million in regulatory assets under management and employs 6 people.
Advisortrust Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Francis Castleman Control | Manager/Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Advisortrust Partners, LLC manage?
Advisortrust Partners, LLC reports $435.3 million in regulatory assets under management on its Form ADV.
How many employees does Advisortrust Partners, LLC have?
Advisortrust Partners, LLC reports 6 employees.
Where is Advisortrust Partners, LLC located?
Advisortrust Partners, LLC is based in Raleigh, NC and has been SEC-registered since 2025.
Does Advisortrust Partners, LLC disclose fund performance?
Advisortrust Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9121 Anson Way, Suite 200, Raleigh, NC 27615 |
| Phone | 919-298-2458 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$435.3M▲ 101%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$435.3Mregulatory AUM
Discretionary $435.3M