WealthTrust Asset Management, LLC logo

WealthTrust Asset Management, LLC

Updated today

Client AUM

$205,613,375

Clients

243

Advisors

6

across 4 offices

About

WealthTrust Asset Management, LLC serves individuals, families, trusts, estates, retirement plans and other financial institutions, and offers both direct client investment management and financial planning. The firm also provides asset‑management, model‑management and back‑office/TAMP services to unaffiliated registered investment advisers through its dba names TAMP Advisory Solutions and 925 Advisory.

Its investment approach centers on the WealthTrust DBS model portfolios, which combine quantitative screening with fundamental analysis; the brochure describes the Great 38 equity strategy as a concentrated, long‑term holdings approach using quantitative screens followed by fundamental research. WealthTrust also offers ETF‑based strategies, a Tactical Edge sleeve, and AI‑driven tactical equity and fixed‑income models, and manages client accounts on either a discretionary or non‑discretionary basis with regular rebalancing and reviews.

What distinguishes the firm from many peers is its substantial business serving other advisers and financial institutions via sub‑advisory and tri‑party agreements and third‑party model subscription platforms, which the brochure identifies as a primary revenue and asset channel. The firm also manages an in‑house ETF (the WealthTrust DBS Long Term Growth ETF) and discloses that certain marketing materials for strategies such as Great 38 include hypothetical or back‑tested performance, which it limits to prospective accredited investors and documents with required attestations.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Passive / index investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

$1,000 to $5,000 for comprehensive financial planning

Project-based

$150 to $250 per hour for financial planning services

Other

Account minimum: $50,000

Main office

See office

4458 Legendary Dr., Suite 140

Destin FL 32541

Advisors at this office

3

Most active in

Alabama · Colorado · Florida · Kansas · Kentucky · Louisiana · Missouri · Nebraska · New Hampshire · Tennessee · Texas · Virginia

Also doing business as

925 Advisory · Canyon Creek Capital LLC · Duncan Mchugh Investments · Pride Financial Advisors · Tamp Advisory Solutions · Tamp Advisory Solutions, LLC · Valiant Wealth Management · Wealthpoint Investments, LLC · Wealthtrust Advisors · Wealthtrust Asset Management · Wealthtrust Asset Management, LLC · Weems Wealth Management, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Thomas E

Series 63, Series 65

Plano, TX

WealthTrust Asset Management, LLC

Thomas Eifler Jr. is a financial advisor at WealthTrust Asset Management, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Peak Trust Financial Group Inc., PTF Investment Advisors, Inc., Canyon Creek Capital LLC, and Advisors Excel. In addition to his advisory roles, he is involved in insurance-related business activities through Canyon Creek Capital and other affiliated entities. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering investment management and financial planning. The firm’s investment approach integrates quantitative screening with fundamental analysis through model portfolios, and it also provides services to unaffiliated registered investment advisers via sub-advisory and third-party platforms.

Active portfolio management Passive / index investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Thomas E

Series 63

Louisville, KY

WealthTrust Asset Management, LLC

Thomas Eifler Sr. is a financial advisor with WealthTrust Asset Management, LLC, holding a Series 63 designation and bringing 49 years of industry experience. His prior work includes positions at TAMP Advisory Solutions, Jjb Hilliard Wl Lyons, and IC Advisory Services, Inc. He serves as an Investment Committee Member for St. Xavier High School, reviewing outside investment advisors. WealthTrust Asset Management, LLC serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering direct investment management and financial planning. The firm also provides asset-management and back-office services to other registered investment advisers, utilizing a strategy that combines quantitative screening with fundamental analysis.

Active portfolio management Passive / index investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

John M

Series 63, Series 65

Destin, FL

WealthTrust Asset Management, LLC

John Mchugh is a financial advisor with WealthTrust Asset Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at TAMP Advisory Solutions LLC since 2018 and previously at Duncan McHugh Investments from 2015 to 2018. Outside of advisory work, he is a passive investor with a minority ownership interest in a restaurant/club in Frontenac, MO. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, providing direct investment management, financial planning, and back-office services to unaffiliated advisers. The firm’s investment approach combines quantitative screening with fundamental analysis through model portfolios, and it is notable for its significant business providing sub-advisory and model subscription services to other advisers.

Active portfolio management Passive / index investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Michael L

CFA®, Series 63, Series 65, Series 66

Destin, FL

WealthTrust Asset Management, LLC

Michael Lee is a CFA® charterholder with seven years of industry experience. He is currently affiliated with WealthTrust Asset Management, LLC, where he works as part of a five-advisor team. Lee has previous experience at firms including Blackstock, Inc, Wildermuth Asset Management, and Kalos Management. He has contributed occasionally to Seeking Alpha, an investment-related website. WealthTrust Asset Management, LLC serves individuals, families, trusts, estates, retirement plans, and financial institutions, providing investment management, financial planning, and specialized services to other advisers through its TAMP platforms. The firm’s investment approach integrates quantitative screening with fundamental analysis across model portfolios, including strategies such as the Great 38 equity portfolio and AI-driven tactical models.

Active portfolio management Passive / index investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Chae K

Series 65

Destin, FL

WealthTrust Asset Management, LLC

Chae Kyle is a financial advisor at WealthTrust Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Signal Advisors Wealth, LLC and Aspen Creek Wealth Management. Outside of his advisory role, he serves as CEO and paraplanner at Iron Plan Solutions Group, LLC, focusing on fixed index annuities and life insurance sales. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering investment management and financial planning services. The firm utilizes quantitative screening combined with fundamental analysis across various investment strategies and distinguishes itself by providing asset-management and model-management solutions to other registered investment advisers.

Active portfolio management Passive / index investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
user avatar

Clifford R

Series 63, Series 65

Mobile, AL

WealthTrust Asset Management, LLC

Clifford Rutledge is a financial advisor at WealthTrust Asset Management, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at WELLS FARGO Advisors from 2012 to 2016. Rutledge is involved with Tamp Advisory Solutions, LLC and Duncan McHugh Investments, where he has been active since 2016. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering direct investment management and financial planning. The firm is notable for its WealthTrust DBS model portfolios and its significant business serving other advisers through sub-advisory and third-party model subscription platforms.

Active portfolio management Passive / index investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this firm
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