Ameritrust Investments of North Carolina, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment supervisory services to individual clients and manages about $5.33 million across roughly 35 client accounts. It prepares an Investment Policy Statement for each client and offers portfolio management across equities, bonds, fixed income, ETFs, government securities, and mutual funds, with no account minimum.
The firm documents client goals and risk tolerance in an Investment Policy Statement and conducts quarterly portfolio reviews while exercising discretionary trading authority. Its methods of analysis include charting, fundamental, technical, and cyclical analysis, and its strategies range from long-term to short-term trading and options writing, including uncovered options.
A notable feature disclosed in the brochure is that the firm's principal is a licensed insurance agent who may offer commissionable insurance products to clients, a relationship the firm identifies as a potential conflict of interest. The firm also participates in an institutional program with its Schwab custodian that provides research, trading support, and soft-dollar benefits, and it uses block trading and custodian fee-deduction capabilities in managing client accounts.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.5% Over $1,000,000+: 1.00%
Main office
1018 Pine Hill Road
Fayetteville NC 28305
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Ameritrust Investments Of North Carolina · Ameritrust Investments Of North Carolina, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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.
Forms ADV
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