ADVISORTRUST PARTNERS, LLC

ADVISORTRUST PARTNERS, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 304967). Regulatory assets under management: $435.3M.

Registration

• CRD: 304967
• SEC file number: 801-134387
• Type: Registered investment adviser
• 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)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304967 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search