Overview
Assets Under Management: $303 million
Headquarters: LEBANON, NH
High-Net-Worth Clients: 39
Average Client Assets: $2.0 million
Frequently Asked Questions
AMERICAN TRUST INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114439), AMERICAN TRUST INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
AMERICAN TRUST INVESTMENT ADVISORS, LLC is headquartered in LEBANON, NH.
AMERICAN TRUST INVESTMENT ADVISORS, LLC serves 39 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, AMERICAN TRUST INVESTMENT ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
AMERICAN TRUST INVESTMENT ADVISORS, LLC manages $303 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, AMERICAN TRUST INVESTMENT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.20%
Average Client Assets: $2.0 million
Total Client Accounts: 193
Discretionary Accounts: 193
Regulatory Filings
CRD Number: 114439
Filing ID: 2057071
Last Filing Date: 2026-03-30 10:47:17