American Trust Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lebanon, NH. Its latest Form ADV filing, dated March 30, 2026, reports $303M in regulatory assets under management, 4 employees, and 193 accounts.
Assets Under Management
$303M
Employees
4
Offices
--
Total Clients
116
Primary office
LEBANON, NH
67 ETNA ROAD, SUITE 360, LEBANON, NH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 37.9% of total clients.
Top client categories% of clientsClients
1
Individuals
37.9%
44
2
HNWI
33.6%
39
3
Charitable
28.4%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$303Mas of March 30, 2026
Discretionary100.0%
$303M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$303M
Total Accounts193
10Y AUM Change+$104M (+52.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee29:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.