Advisortrust Partners, Llc
- Regulatory AUM
- $435M
- Discretionary
- $435M
- Clients
- 184
- Avg AUM / client
- $2.4M
- Accounts
- 523
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 100 | $34.5M | 7.94% |
| High net worth individuals | 72 | $198M | 45.5% |
| Charitable organizations | 5 | $3.3M | 0.77% |
| Corporations and other businesses | 7 | $200M | 45.8% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Francis Castleman | Manager/Chief Compliance Officer | May 2019 (7y) | 75% or more | |
| Maxwell Sommers Neisler | Registered representative | Aug 2025 (1y) | ||
| David Watts Mcmahan | Registered representative | Aug 2025 (1y) |
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) | 05/27/2026 | 1.03 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $242M (56% of AUM) May 2026
- National Financial Services (Fidelity) $193M (44% of AUM) May 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: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗