DBA: ADVISORSTRUST PARTNERS LLC
| Total AUM | $435.3M |
| Discretionary | $435.3M100% of AUM |
| Client Accounts | 523 |
| Avg Account Size | $832K |
| Employees | 6 |
| Peak AUM | $435.3MMar 2026 |
Total AUM
$435M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $435M | +100.8% | — | — | |
| Discretionary AUM | $435M | ||||
| Total AUM | $435.3M |
| Discretionary | $435.3M |
| Employees | 6 |
| Client Accounts | 523 |
| Client Range | 101-250 |
Address
9121 ANSON WAY
RALEIGH NC 27615
Phone
919-298-2458
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$435M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
| Total Accounts | 523 | +515.3% | — | — |
| Avg Account Size | $832,294.533 | 67.4% | — | — |
| Employees | 6 | +20.0% | — | +36.0% |
| AUM / Employee | $73M | +67.3% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $232M | +652.2% | — | — | |
| Institutional AUM | $203M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 100 | +316.7% | — | — | |
| Institutional | 12 | — | — | — | |
| Individuals | 72 | +620.0% | — | — | |