Data / Investment advisers / New Hampshire / American Trust Investment Advisors, LLC
American Trust Investment Advisors, LLC, Lebanon, NH: $303 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
American Trust Investment Advisors, LLC is an SEC registered investment adviser with its main office in Lebanon, New Hampshire and reports $303 million in regulatory assets under management in its Form ADV filed September 2, 2026. Its clients include charitable organizations, high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 114439
- SEC file number
- 801-60454
- SEC status
- Approved, effective August 6, 2001
- Main office
- One Court Street Suite 270, Lebanon, NH 03766
- Phone
- (603) 448-6415
- Website
- amertrust.com
- Regulatory AUM
- $303,477,345 in the Form ADV filed September 2, 2026
- Discretionary AUM
- $303,477,345
- Accounts
- 193
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 2, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 33 | $203.2 million |
| High net worth individuals | 39 | $79.5 million |
| Individuals (other than high net worth individuals) | 44 | $20.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $303.5 million | March 30, 2026 |
| December 1, 2025 | $497.3 million | May 23, 2025 |
Other advisers in New Hampshire
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cornerstone Financial Planning, LLC | Portsmouth | $400.7 million | Not listed | adviserinfo.sec.gov |
| Three Bearings Fiduciary Advisors, Inc. | Hampton | $350.7 million | Not listed | adviserinfo.sec.gov |
| Aurelius Family Office, LLC | Bedford | $315.3 million | Not listed | adviserinfo.sec.gov |
| Bexil Advisers LLC | Walpole | $306.6 million | Not listed | adviserinfo.sec.gov |
| Mardin Capital Group | Rye | $306.2 million | Not listed | adviserinfo.sec.gov |
| The Foundry Financial Group, Inc. | Laconia | $284.2 million | Not listed | adviserinfo.sec.gov |
| Northstar Financial Planning, LLC | Windham | $275.8 million | Not listed | adviserinfo.sec.gov |
| Bluestone Wealth Management LLC | Keene | $272.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Hampshire
- Advisers with $100 million to $500 million in AUM
- Advisers serving charitable organizations
- Advisers serving high net worth individuals
- American Trust Investment Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.