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Advisortrust Partners, LLC

● SEC registered since 2025CRD 304967SEC# 801-134387Raleigh, NC
Export (members)
Reg. AUM
$216.8M
Employees
5
Accounts
85
Location
Raleigh, NC

Advisortrust Partners, LLC assets under management

Advisortrust Partners, LLC is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2025. It reports $216.8 million in regulatory assets under management and employs 5 people.
www.jamesfinancialadvisors.comView on SEC.gov ↗

Advisortrust Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
James Francis Castleman ControlManager/Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Advisortrust Partners, LLC manage?

Advisortrust Partners, LLC reports $216.8 million in regulatory assets under management on its Form ADV.

How many employees does Advisortrust Partners, LLC have?

Advisortrust Partners, LLC reports 5 employees.

Where is Advisortrust Partners, LLC located?

Advisortrust Partners, LLC is based in Raleigh, NC and has been SEC-registered since 2025.

Does Advisortrust Partners, LLC disclose fund performance?

Advisortrust Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8601 Six Forks Road, Suite 400, Raleigh, NC 27615
Phone919-298-2458
Office hours8:30 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$216.8M
Non-discretionary$0
Total (RAUM)$216.8M