Ameritrust Investment Advisors Inc
- Regulatory AUM
- $52.4M
- Discretionary
- $52.1M
- Clients
- 116
- Avg AUM / client
- $451K
- Accounts
- 178
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 101 | $12.8M | 24.4% |
| High net worth individuals | 15 | $20.8M | 39.7% |
| Charitable organizations | Fewer than 5 clients | $18.6M | 35.6% |
| Corporations and other businesses | Fewer than 5 clients | $136K | 0.26% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Harvie Roe | President/Chief Compliance Officer | CFP | Mar 1997 (29y) | Less than 5% |
| Biolchini, Robert, Frederick | Director/Chairman Of The Board | Aug 1998 (28y) | Less than 5% | |
| Hudson, Jerry, L. | Director | Aug 1998 (28y) | Less than 5% | |
| Biolchini, Thomas, A | Director | Apr 2010 (16y) | Less than 5% | |
| Lawton, Peter, K | Director | Jan 2012 (15y) | Less than 5% | |
| Laurie Malin Horton | Registered representative | Jan 2017 (10y) | ||
| Kenny Lloyd Brown, Jr. | Registered representative | Jan 2018 (9y) | ||
| Myles Richard Linhares | Registered representative | Jul 2021 (5y) | ||
| Jaylon Scott Rodriguez | Registered representative | Oct 2023 (3y) | ||
| Ronald Charles Dugan | Registered representative | CFA | Jan 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Theameritrust Holding Company | Holding Company | Aug 1998 | A | 75% or more |
| Bancshares Of Jackson Hole | Shareholder | Aug 1998 | B | 50% – 75% of Ameritrust Holding Company (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.4 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • FEES FOR PLANS ARE CALCULATED ON A % OF NET WORTH
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $33.6M (64% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗