# Ameritrust Investment Advisors Inc

> Ameritrust Investment Advisors Inc is a state-registered investment advisory firm in Tulsa, OK, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 108589
- Filed as: AMERITRUST INVESTMENT ADVISORS INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/108589
- AdvisorCensus page: https://advisorcensus.com/firm/ameritrust-investment-advisors-inc-tulsa-ok-108589

## Quick answers

**How is Ameritrust Investment Advisors Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Ameritrust Investment Advisors Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Ameritrust Investment Advisors Inc located?**
Ameritrust Investment Advisors Inc's principal office is in Tulsa, OK, according to its Form ADV.

**Is Ameritrust Investment Advisors Inc registered with the SEC or a state?**
Ameritrust Investment Advisors Inc is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 108589.

**How much does Ameritrust Investment Advisors Inc manage?**
Ameritrust Investment Advisors Inc reports $52,370,974 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Ameritrust Investment Advisors Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (101); high net worth individuals (15).

**Does Ameritrust Investment Advisors Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/108589

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $52,370,974
- Discretionary: $52,113,976
- Non-discretionary: $256,998

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 101 | $12,802,115 |
| High net worth individuals | 15 | $20,807,685 |
| Charitable organizations | Fewer than 5 | $18,625,671 |
| Corporations or other businesses not listed above | Fewer than 5 | $135,503 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- argentfinancial.com/SUBSIDIARY/AMERITRUST-INVESTMENT-ADVISORS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ameritrust Investment Advisors Inc (CRD 108589): Form ADV filing data as of October 2026.