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Ameritrust Investment Advisors INC

Ameritrust Investment Advisors INC. CRD 108589

Ameritrust Investment Advisors INC logo

CRD: 108589

Ameritrust Investment Advisors INC

Tulsa, OK, 74135
9186108080
argentfinancial.com/subsidiary/ameritrust-investment-advisors
$52.4M Total AUM
$52.1M Disc. AUM
-- 3Y CAGR
6 Employees
146 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
Optima momentumEmber
Established Date
12-28-1997
Office Locations
1

Office Locations

4506 S Harvard AVE Tulsa OK

About Ameritrust Investment Advisors INC

AmeriTrust Investment Advisors (Argent Financial affiliate) is a fee-only RIA providing comprehensive financial planning and investment management for individuals, businesses, and charitable organizations. The firm builds allocation-driven portfolios using vehicles such as ETFs, public funds, and investment-grade corporate bonds. Custody is supported through Schwab and Fidelity/NFS, and the firm states it accepts no third-party commissions or finder’s fees.

Team overview

43 AVG AGE
$8.7M AVG AUM / ADVISOR
$358.7K AVG AUM / CLIENT
6.9 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
28yrs Firm Age

Insights

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Asset Classes

Wave meridian Crest

Client Personas

Quantum Wave

Custodian

Crest north Vital horizon Horizon optima Prime Oak Eagle Delta Quantum unison Quantum

Investment Themes

Atlas Eagle unison

Investment Vehicles

Radial capital North

Platform

Timber meridian Beacon

Services

Wave capital Meridian signal Capital zenith Value Vital Vertex Vector vital Matrix radial Meridian

Technology

Prime Eagle

Owner & Executives

K

KENNY LLOYD BROWN, JR.

Chief Operating Officer, President

CRD
#6862043
Ownership
Less than 5%
(279) 708-1168
peak.element@signalcapital.com
in linkedin.com/in/catalyst-prime
C

CHRISTOPHER SCOTT HOLTZCLAW

DIRECTOR

CRD
--
Ownership
Less than 5%
(705) 986-7269
peak.momentum@unisoncapital.com
in linkedin.com/in/vector-quantum
P

Peak pioneer

Capital eagle

CRD
#54205
Ownership
2.8%
(786) 506-8638
timber.alpha@meridiancapital.com
in linkedin.com/in/summit-momentum

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Contacts

R

RONALD CHARLES DUGAN JR.

Investment Advisor

CRD
#2859784
(833) 924-1777
eagle.oak@wavecapital.com
in linkedin.com/in/unison-frontier
L

LAURIE MALIN Horton

Investment Advisor

CRD
#5915520
(561) 529-6172
ember.element@frontiercapital.com
in linkedin.com/in/fusion-meridian
C

Crest eagle

Foundation glacier delta

CRD
#20503
(957) 792-4942
summit.insight@valuecapital.com
in linkedin.com/in/momentum-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2011
06-28-2012
Category Assets AVG. Account size
Discretionary $52,113,976 $149,644
Non-Discretionary $256,998 --
Total $52,370,974 $149,644

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Separately Managed Accounts

Total SMA Asset: $52,370,974

$52.4M Total SMA
Equity - Exchange:
23.1%
Public Funds:
21.9%
Corporate - Investment Grade:
25.2%
Cash:
29.8%
Asset class Assets Assets %
Equity - Exchange $745,678,914 23.1%
Public Funds $706,942,347 21.9%
Corporate - Investment Grade $813,467,906 25.2%
Cash $961,958,081 29.8%
Total $3,228,047,248 100.0%

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