Asset manager · Lebanon, NH
American Trust Investment Advisors, LLC
SEC-registered investment adviser · CRD 114439 · SEC 801-60454
At a glance
American Trust Investment Advisors, LLC is an SEC-registered investment adviser based in Lebanon, New Hampshire, with $303 million in regulatory assets under management as of its Form ADV filed September 2, 2026. Its largest client group by assets is charitable organizations, and it reports 83 individual clients. By Form ADV it is a asset manager, ranked 1,936th of 3,218 asset managers and 10,111th of 17,210 SEC-registered advisers by assets.
Main office 603-448-6415amertrust.comAs filed on Form ADV
- Regulatory AUM
- $303M
- Rank among asset managers
- #1,936 of 3,218
- Rank among all SEC RIAs
- #10,111 of 17,210
- Rank in New Hampshire
- #38 of 78
- Individual clients
- 83
- High-net-worth clients
- 39
- Accounts
- 193
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Paul H. CollinsPresident
- Stephanie N. BrillChief Compliance Officer
- Anik MutsuddyFinancial Analyst
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 33 | $203M | 67% |
| High-net-worth individuals | 39 | $80M | 26% |
| Individuals | 44 | $21M | 7% |
Disciplinary disclosures
American Trust Investment Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗amertrust.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 928 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does American Trust Investment Advisors, LLC manage?
American Trust Investment Advisors, LLC reports $303 million in regulatory assets under management across 193 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 2, 2026.
What kind of firm is American Trust Investment Advisors, LLC?
American Trust Investment Advisors, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are American Trust Investment Advisors, LLC’s clients?
By assets, its largest client types are charitable organizations ($203 million, 33 clients); high-net-worth individuals ($80 million, 39 clients); individuals ($21 million, 44 clients).
Does American Trust Investment Advisors, LLC have any disciplinary history?
American Trust Investment Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is American Trust Investment Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-02), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →