# PRIMUS TRUST

PRIMUS TRUST of WINDERMERE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 292269
- Type: SEC-registered investment adviser
- Location: 113 ROBERSON RD, WINDERMERE, FL, 34786
- Phone: 352-256-5533
- Latest filing: 2026-03-24
- Regulatory AUM: $222K
- Discretionary AUM: $222K
- Clients: 1
- Accounts: 1

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292269/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292269/similar
- Related entities: https://search.stillhousedata.com/firm/292269/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292269

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.