American Trust Investment Advisors, LLC
American Trust Investment Advisors, LLC is an SEC-registered ria in Lebanon, NH with $303.5M assets under management (AUM, regulatory AUM), -39% over one year. See who owns American Trust Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114439, SEC 801-60454, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $303.5M (2026-03-30)
- Firm type
- Ria
- Location
- Lebanon, NH
- Employees
- 4
- Clients
- 116
- CRD
- 114439
- Ownership
- AMERICAN TRUST COMPANY; COLLINS, PAUL, HARKER; VOGEL, HEATHER, COLLIER; BRILL, STEPHANIE, NEULAND; CALLAGHAN, ANDREW, CAREY
How much AUM does American Trust Investment Advisors, LLC have?
American Trust Investment Advisors, LLC reported $303.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns American Trust Investment Advisors, LLC?
Disclosed owners and executives of American Trust Investment Advisors, LLC include AMERICAN TRUST COMPANY, COLLINS, PAUL, HARKER, VOGEL, HEATHER, COLLIER, BRILL, STEPHANIE, NEULAND, CALLAGHAN, ANDREW, CAREY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.