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AMERICAN TRUST INVESTMENT ADVISORS, LLC

LEBANON, NH · CRD 114439 · IAPD ↗ · amertrust.com · 603-448-6415

$303.5MRegulatory AUM
2Advisory reps
4Employees
116Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — AMERICAN TRUST INVESTMENT ADVISORS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2026 — AMERICAN TRUST INVESTMENT ADVISORS, LLC reported RAUM down 39% ($497.3M -> $303.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2025 — AMERICAN TRUST INVESTMENT ADVISORS, LLC notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — AMERICAN TRUST INVESTMENT ADVISORS, LLC reported RAUM up 62% ($307.8M -> $497.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.