Primetrust Advisors LLC

Registered investment adviser · Greenville, SC · CRD #141625

Form ADV data as of 2026-09-01

Regulatory assets

$421.6 million

Total accounts

Employees

Disclosure events

Firm details

Website: https://www.linkedin.com/company/primetrust-advisors/
Telephone: 864-552-4020
SEC file number: 801-68762
Most recent Form ADV filing: 2026-03-23
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$15.3 million
Non-discretionary regulatory assets under management	$406.3 million
Total regulatory assets under management	$421.6 million
Discretionary accounts	43
Non-discretionary accounts	13
Total accounts	56
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	3
Employees performing investment advisory functions (including research)	2
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	2
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	1
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	5

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting services

Affiliated related persons

Other investment adviser (including financial planners)

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	23	$6.3 million
High net worth individuals	3	$8.9 million
Pension and profit sharing plans (not the participants or government plans)	6	$406.4 million