P
Primus Trust
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$221,893
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Primus Trust primarily provides investment advisory and trust-related services to pooled vehicles and institutional or corporate account structures rather than individual retail clients. The firm focuses on managing institutional assets and administering accounts set up for business or organizational purposes.
The firm’s operating model emphasizes internal governance and compliance oversight, with a designated chief compliance officer responsible for supervising firm activities and enforcing a code of ethics. Investment management and administrative processes draw on the principals’ combined backgrounds in finance, accounting and operations research to support institutional record‑keeping and reporting.
What is distinctive about Primus Trust relative to many peers is the prominence of accounting and corporate finance experience on its team: one principal holds a degree in accounting and has served as a CFO and finance manager, and senior personnel have prior executive roles in banking and insurance. The firm’s staff also maintain non‑investment businesses (for example, involvement in early‑childhood education entities) and prior employment at finance/insurance organizations, reflecting an atypical mix of accounting, corporate finance and operational experience for an investment manager of this type.
Client services
Portfolio management
Main office location
Primus Trust
113 Roberson Rd, Suite A
Windermere FL 34786, United States
Number of offices
1
Most active in
Primus Trust has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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