← Tributary

ADVISORSTRUST PARTNERS LLC

RALEIGH, NC · CRD 304967 · IAPD ↗ · jamesfinancialadvisors.com · 919-298-2458

$435.3MRegulatory AUM
4Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — ADVISORSTRUST PARTNERS LLC notice-filed in SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — ADVISORSTRUST PARTNERS LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
73
April 2026 — ADVISORSTRUST PARTNERS LLC reported RAUM up 101% ($216.8M -> $435.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
December 2025 — ADVISORSTRUST PARTNERS LLC (RALEIGH, NC) is newly SEC-registered with $216.8M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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