Belmont, NC Office

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.