CRD: 299547
American Trust Investment Services Advisory, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-04-2019
- Office Locations
- 5
Office Locations
About American Trust Investment Services Advisory, Inc.
American Trust Investment Services (ATIS) is a privately owned boutique broker-dealer supporting independent financial professionals nationwide, registered across all 50 states. The firm offers traditional brokerage plus alternative investments, insurance solutions, and capital markets access for public syndicates and private offerings, with expertise in 1031 exchanges. It operates a multi-clearing, multi-custody model anchored by RBC Custody & Clearing and NFS, and highlights paperless straight-through processing.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL ROBERT GRADY
Chief Financial Officer, Manager, President
- CRD
- #1392784
- Ownership
- Less than 5%
KRISTOPHER CHARLES KESSLER
DIRECTOR, VICE PRESIDENT
- CRD
- #4543640
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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James Campbell Balk
--
- CRD
- #7817532
JAMES LESLIE CLARREN
Financial Advisor
- CRD
- #2324494
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,520,000 | -- |
| Total | $5,520,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Public Funds | 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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