American Trust Investment Advisors, LLC
● SEC registered since 2001CRD 114439SEC# 801-60454Lebanon, NH
Reg. AUM
$303.5M
Employees
4
Accounts
193
Location
Lebanon, NH
American Trust Investment Advisors, LLC assets under management
American Trust Investment Advisors, LLC is a registered investment adviser overseen by the SEC based in Lebanon, NH. The firm has been registered since 2001. It reports $303.5 million in regulatory assets under management and employs 4 people.
American Trust Investment Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anik Mutsuddy Control | Financial Analyst | Under 5% | 2021 |
| Paul Harker Collins Control | President | Over 75% | 2001 |
| Stephanie Neuland Brill Control | Chief Compliance Officer | Under 5% | 2006 |
Frequently asked questions
How much does American Trust Investment Advisors, LLC manage?
American Trust Investment Advisors, LLC reports $303.5 million in regulatory assets under management on its Form ADV.
How many employees does American Trust Investment Advisors, LLC have?
American Trust Investment Advisors, LLC reports 4 employees.
Where is American Trust Investment Advisors, LLC located?
American Trust Investment Advisors, LLC is based in Lebanon, NH and has been SEC-registered since 2001.
Does American Trust Investment Advisors, LLC disclose fund performance?
American Trust Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 67 Etna Road, Suite 360, Lebanon, NH 03766-1358 |
| Phone | 603-448-6415 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$303.5M▼ 39%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$303.5Mregulatory AUM
Discretionary $303.5M