AdvisorsTrust Partners LLC

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Client assets under management

$232,416,773

Clients

172

42% high-net-worth

Advisors

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,351,260

About

AdvisorTrust Partners, LLC provides investment advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management as well as limited-scope financial planning and other advisory work billed on a fixed‑fee or hourly basis. The firm tailors advice through interviews and client questionnaires and monitors accounts on an ongoing basis.

The firm’s investment process is implemented primarily on a discretionary basis and draws on third‑party research while using a mix of fundamental, technical (charting), and cyclical analysis to support both active and passive strategies and varying holding periods. Portfolio construction and risk limits are customized to client objectives, and clients may impose reasonable restrictions that can affect portfolio composition and performance.

Noteworthy distinctions include a relatively small advisory team managing several hundred million dollars of discretionary assets while not imposing a formal account minimum, a structure that differs from many peers. Some supervised persons also serve as registered representatives of a broker‑dealer and as insurance agents, and the firm receives custodial support and economic benefits from Schwab—features that can introduce potential conflicts of interest related to commissionable products, custodial selection, and service arrangements.

Client services

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Fixed

$2,000 to $20,000 for financial planning

Percentage

0.35% to 2.25% annually

Project-based

$500 per hour

Main office location

AdvisorsTrust Partners LLC

9121 Anson Way, Suite 200

Raleigh NC 27615, United States

Number of offices

Most active in

North Carolina · South Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 919-298-2458

Advisors at this firm

David M

Series 63, Series 65

Belmont, NC

AdvisorsTrust Partners LLC

David McMahan is a financial advisor with AdvisorsTrust Partners LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Prospera Financial Services since 2016 and at Bfm Capital since 2004. McMahan 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, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $217 million in assets and employs a combination of fundamental, technical, and cyclical analysis to create tailored investment strategies.

Wealth management

James C

Series 66

Raleigh, NC

AdvisorsTrust Partners LLC

James Castleman is a financial advisor at AdvisorsTrust Partners LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked as a consultant and at CoVest Asset Management. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental analysis, technical/charting, and cyclical methods to manage approximately $217 million in discretionary assets across a small client base, offering tailored investment management and standalone planning or consulting engagements.

Wealth management

Maxwell N

Series 63, Series 65

Belmont, NC

AdvisorsTrust Partners LLC

Maxwell Neisler is a financial advisor at AdvisorsTrust Partners LLC based in Raleigh, NC. He holds Series 63 and Series 65 licenses and has prior experience at Prospera Financial Services Inc, Ryan Consulting Group, and Grant Thornton LLP. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis, offering both active and passive strategies tailored to client objectives.

Wealth management

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