AdvisorsTrust Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$232,416,773
Clients
172
Advisors
4
across 2 offices
About
AdvisorTrust Partners, LLC (d.b.a. James Financial Advisors and McMahan Financial LLC) provides discretionary portfolio management and financial planning to individuals — including high net worth clients — as well as trusts, estates, charitable organizations and business entities. The firm reports approximately $435.3 million in regulatory assets under management across about 172 client relationships and is supported by a three-advisor team.
Investment advice is tailored to each client’s objectives and risk tolerance through an initial interview or questionnaire, with accounts managed predominantly on a discretionary basis and subject to any reasonable client restrictions. The firm employs a mix of analytical approaches, including fundamental, technical (charting) and cyclical analysis, and implements both active and passive strategies, drawing on third-party research and custodial execution services.
Distinctive elements noted in the brochure include a relatively large AUM for a small advisory staff and a stated absence of a firm minimum balance, alongside disclosures that some supervised persons also act as broker‑dealer registered representatives and insurance agents — relationships the firm identifies as potential conflicts of interest. The firm also describes custodial arrangements that can result in custody when fees are deducted or standing letter authorizations are in place, receives support services from a major custodian, and leaves proxy voting authority with clients rather than voting proxies on their behalf.
Client services
Expertise
Fee options
0.35% to 2.25% annually
$500 per hour for advisory services outside financial planning and portfolio management
Fee-only: Fixed fee between $2,000 and $20,000 for financial planning services
Main office
See office9121 Anson Way, Suite 200
Raleigh NC 27615
Advisors at this office
2
Offices (2)
Most active in
North Carolina · South Carolina · Texas · Virginia
Also doing business as
Advisorstrust Partners LLC · Advisortrust Partners, LLC · James Financial Advisors · Mcmahan Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Anna H
CFP®, Series 66
Raleigh, NC
AdvisorsTrust Partners LLC
Anna Houser is a CFP® and holds a Series 66 license, with six years of experience in the financial industry. She is associated with AdvisorsTrust Partners LLC and has worked at McMahan Financial, LLC and Prospera Financial Services for 12 years. Outside of her advisory role, she serves as president of the counsel and volunteers at Holy Trinity Lutheran Church, where she also leads Bible study and teaches Sunday school. Additionally, she is involved in early-stage business development as managing member of Sandy Ventures, LLC, a company focused on sales of apparel, stickers, and accessories. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $435.3 million in assets across about 172 client relationships, employing a mix of fundamental, technical, and cyclical analysis and combining active and passive strategies to tailor investment advice to client objectives and risk tolerance.
David M
Series 63, Series 65
Belmont, NC
AdvisorsTrust Partners LLC
David McMahan is a financial advisor with AdvisorsTrust Partners LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Raymond James Financial Services and BFM Capital and serves as a board member for the HV3 Foundation, a nonprofit organization. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $435 million in regulatory assets across about 172 client relationships, employing a mix of fundamental, technical, and cyclical analysis along with active and passive investment strategies.
James C
Series 66
Raleigh, NC
AdvisorsTrust Partners LLC
James Castleman Jr. is a financial advisor at AdvisorsTrust Partners LLC with 14 years of industry experience. He holds a Series 66 designation and has worked previously as a consultant and at CoVest Asset Management. Castleman is based in Raleigh, NC. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor investment advice primarily on a discretionary basis, managing approximately $435.3 million in regulatory assets across about 172 client relationships.
Maxwell N
Series 63, Series 65
Belmont, NC
AdvisorsTrust Partners LLC
Maxwell Neisler is a financial advisor at AdvisorsTrust Partners LLC with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Prospera Financial Services Inc, Ryan Consulting Group, and Grant Thornton LLP. He has also worked outside the financial industry at Finley Golf Club and 411 West Italian Cafe. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $435.3 million in assets across about 172 client relationships, using a combination of fundamental, technical, and cyclical analysis with both active and passive strategies.
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