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- Custodian
- ADP · Charles Schwab & Company · Fidelity/NFS · Principal · Transamerica
- Clients
- Retail and Institutional
- Platforms
- Horizon legacyMomentum
- Established Date
- 10-26-2006
- Office Locations
- 1
Office Locations
About Primetrust Advisors LLC
PrimeTRUST Advisors is a Greenville, SC fiduciary RIA serving individuals and institutions with personalized financial planning, retirement income planning, and investment management. The team supports clients through major life events like divorce, inheritances, and career changes, emphasizing accountability and clear guidance. Investment work centers on asset-allocation and risk-managed portfolios using vehicles such as mutual funds and annuities, and they custody with platforms including Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JULIAN GRICE HUNT JR
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #1771575
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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James Pearce Hunt
Advisor
- CRD
- #7069833
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,265,267 | $355,006 |
| Non-Discretionary | $406,302,377 | $31,254,029 |
| Total | $421,567,644 | $7,527,994 |
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Separately Managed Accounts
Total SMA Asset: $421,567,644
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $519,671,638 | 44.0% |
| Private Funds | $661,400,267 | 56.0% |
| Total | $1,181,071,905 | 100.0% |