Primetrust Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenville, SC. Its latest Form ADV filing, dated March 23, 2026, reports $422M in regulatory assets under management, 3 employees, and 56 accounts.
Assets Under Management
$422M
Employees
3
Offices
--
Total Clients
32
Primary office
GREENVILLE, SC
850 S PLEASANTBURG DR, SUITE 101, GREENVILLE, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.9% of total clients.
Top client categories% of clientsClients
1
Individuals
71.9%
23
2
Pension Plans
18.8%
6
3
HNWI
9.4%
3
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$422Mas of March 23, 2026
Discretionary3.6%
$15M
4% of total RAUM3.6%
Non-discretionary96.4%
$406M
96% of total RAUM96.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$422M
Total Accounts56
10Y AUM Change+$107M (+34.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee11:1
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.