Ameritrust Investment Advisors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AmeriTrust Investment Advisors serves individual clients (including high-net-worth individuals) as well as trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management and fee-for-service financial planning. The firm operates as a small team of advisors and manages client assets on an individualized basis.
The firm’s investment process emphasizes fundamental analysis for individual equities and issuer credit for fixed income, uses a broad mutual fund screening database, and applies asset-allocation principles to build diversified portfolios; municipal securities analysis is incorporated where appropriate. AmeriTrust also offers written financial plans and ongoing plan updates, and uses a third‑party platform to review and rebalance held‑away retirement accounts when clients authorize that service.
AmeriTrust is owned by a financial services holding company that includes an affiliated trust company, retirement plan advisory/pension consulting activities, and several other registered investment advisers and fiduciary services firms, and those relationships inform its service model. These affiliations can lead to cross‑referrals, shared personnel, and the custody of some client assets by an affiliate, and the firm discloses referral arrangements and maintains policies (including independent audits) to address potential conflicts.
Client services
Expertise
Fee options
Initial comprehensive financial plan minimum fee of $4,000
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 0.95% $3,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.60% $10,000,000 - $15,000,000: 0.50% $15,000,000 - $25,000,000: 0.45% $25,000,000+: 0.35%
$300 per hour for Certified Financial Planner; $175 per hour for financial planners/support personnel
Annual update and review financial planning fees billed quarterly at 0.25% of total net worth
Account minimum: $400,000 Minimum fee: $5,000 annually for investment advisory services; $4,000 minimum for comprehensive financial plan Fee-only: Financial planning services offered on fee-for-service basis with fixed fees, hourly charges, and annual retainer options
Main office
4506 S Harvard Ave
Tulsa OK 74135
Advisors at this office
6
Most active in
Oklahoma
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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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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.
Forms ADV
Advisors at this firm
Myles L
Series 63, Series 65
Tulsa, OK
Ameritrust Investment Advisors Inc
Myles Linhares is a financial advisor with Ameritrust Investment Advisors Inc in Tulsa, OK, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at Stonebridge Financial, Bannerman Wealth, and Fidelity Brokerage Services LLC. Ameritrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning, using a fundamental analysis approach for investment selection and offering retirement-plan consulting for plan sponsors.
Ronald D
CFA®, Series 65, Series 66
Tulsa, OK
Ameritrust Investment Advisors Inc
Ronald Dugan Jr. is a CFA® charterholder with 20 years of industry experience. He is a financial advisor at AmeriTrust Investment Advisors Inc., where he has worked since 2020. Prior to that, he was with Dugan Partners LLC from 2016 to 2020. AmeriTrust Investment Advisors serves individual clients, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management and financial planning. The firm uses fundamental equity analysis, issuer credit evaluation for fixed income, and asset-allocation principles to build diversified portfolios, while offering written financial plans and ongoing updates.
Laurie H
Series 65
Tulsa, OK
Ameritrust Investment Advisors Inc
Laurie Horton is a financial advisor at Ameritrust Investment Advisors Inc in Tulsa, OK, with 13 years of industry experience. She holds a Series 65 designation and has been with Ameritrust since 2002. Ameritrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm uses fundamental analysis for investment selection and offers retirement-plan consulting and management of held-away defined-contribution accounts through a third-party platform.
John R
CFP®
Tulsa, OK
Ameritrust Investment Advisors Inc
John Roe is a CFP® professional with 28 years of experience in the financial services industry. He has been with AmeriTrust Corporation and AmeriTrust Investment Advisors, Inc. since 1997. AmeriTrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm emphasizes fundamental analysis in investment selection and offers retirement-plan consulting and management of defined-contribution participant accounts through a third-party platform.
Jaylon R
Series 65
Tulsa, OK
Ameritrust Investment Advisors Inc
Jaylon Rodriguez is a financial advisor at AmeriTrust Investment Advisors Inc with three years of industry experience. He holds the Series 65 designation and has prior work experience at Vail Resorts and the University of Oklahoma. Outside of finance, he was involved with Thunderbird Berry Farm for six years. AmeriTrust Investment Advisors serves individual clients, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management and fee-for-service financial planning. The firm uses fundamental analysis, issuer credit evaluation, and asset-allocation principles to build diversified portfolios, and incorporates municipal securities analysis when appropriate.
Kenny B
Series 65
Tulsa, OK
Ameritrust Investment Advisors Inc
Kenny Brown, Jr. is a financial advisor at AmeriTrust Investment Advisors Inc with eight years of industry experience. He holds a Series 65 designation and has worked at AmeriTrust since 2017, following two years at Heritage Trust Company. AmeriTrust Investment Advisors serves individuals, trusts, estates, charitable organizations, corporations, and other business entities with discretionary asset management and fee-for-service financial planning. The firm emphasizes fundamental analysis for investment selection and offers retirement-plan consulting and management of held-away defined-contribution participant accounts through a third-party platform.
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