Public Trust Advisors, LLC
● SEC registered since 2011CRD 159189SEC# 801-72782Denver, CO
Reg. AUM
$104.24B
Employees
157
Accounts
239
Location
Denver, CO
About Public Trust Advisors
Public Trust Advisors offers Texas CLASS local government investment pools with daily liquidity and term series options. The pools emphasize Public Funds Investment Act compliance and high-quality U.S. credit exposures for public entities.
Summary based on the firm’s website.
Public Trust Advisors, LLC assets under management
Public Trust Advisors, LLC is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2011. It reports $104.2 billion in regulatory assets under management and employs 157 people.
Public Trust Advisors, LLC owners & executives
31 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Timothy Swensen Control | Chief Investment Officer | Under 5% | 2025 |
| Ian Karsten Voermann Control | Chief Financial Officer | Under 5% | 2025 |
| Monica S Simon Control | Chief Legal Officer | Under 5% | 2026 |
| Othneil Stockwell Waud Control | Chief Investment Officer Lgips | Under 5% | 2018 |
| Pinnacle Purchaser, LLC Control | Member | Over 75% | 2024 |
| Ron Sharon Control | Chief Information Security Officer | Under 5% | 2025 |
| Shannon Margaret Seiferth Control | Chief Compliance Officer/Regulatory Attorney | Under 5% | 2026 |
| Todd William Alton Control | Chief Executive Officer | Under 5% | 2021 |
| Donald J Edwards Revocable Trust Control | Limited Partner | 25-50% | 2024 |
| Donald Joseph Edwards Control | Trustee | — | 2000 |
See all 31 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Public Trust Advisors, LLC manage?
Public Trust Advisors, LLC reports $104.2 billion in regulatory assets under management on its Form ADV.
How many employees does Public Trust Advisors, LLC have?
Public Trust Advisors, LLC reports 157 employees.
Where is Public Trust Advisors, LLC located?
Public Trust Advisors, LLC is based in Denver, CO and has been SEC-registered since 2011.
Does Public Trust Advisors, LLC disclose fund performance?
Public Trust Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 717 17th Street, Suite 1850, Denver, CO 80202 |
| Phone | 855-395-3954 |
| Fax | 877-311-0220 |
| Office hours | 7:30 a.m. - 4:00 p.m. Mst |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$104.24B▲ 11%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,389 advisers
EmployeesTop 5%
More than 95% of 16,799 advisers
Assets under management
$104.24Bregulatory AUM
Discretionary $98.92BNon-discretionary $5.33B