A
CRD: 304967
Advisorstrust Partners LLC
$435.3M Total AUM
$435.3M Disc. AUM
-- 3Y CAGR
6 Employees
184 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-20-2019
- Office Locations
- 2
Office Locations
420 Park Street Suite 100 Belmont NC
9121 Anson WAY Suite 200 Raleigh NC
About Advisorstrust Partners LLC
Advisorstrust Partners LLC is a Raleigh-based RIA with 2 offices. The firm has been operating for 6 years. Managing $435.3M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
54 AVG AGE
$108.8M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
2.6 yrs AVG TENURE
6 Employees
4 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES FRANCIS CASTLEMAN JR.
Chief Compliance Officer, Manager
- CRD
- #5582414
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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DAVID WATTS MCMAHAN
Financial Advisor
- CRD
- #3078266
Available
Available
Available
M
Maxwell Sommers Neisler
--
- CRD
- #8052340
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $435,290,041 | $832,295 |
| Non-Discretionary | $0 | -- |
| Total | $435,290,041 | $832,295 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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