# ADVISORTRUST PARTNERS, LLC

ADVISORTRUST PARTNERS, LLC of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 304967
- Type: SEC-registered investment adviser
- SEC file number: 801-134387
- Location: 9121 ANSON WAY, SUITE 200, RALEIGH, NC, 27615
- Phone: 919-298-2458
- Latest filing: 2026-05-27
- Regulatory AUM: $435.3M
- Discretionary AUM: $435.3M
- Clients: 6
- Accounts: 523

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| James Francis Castleman | MANAGER/CHIEF COMPLIANCE OFFICER | — |
| MCMAHAN DAVID WATTS | MANAGER | — |
| CASTLEMAN JAMES FRANCIS | MANAGER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304967/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304967/similar
- Related entities: https://search.stillhousedata.com/firm/304967/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304967

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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.