{
  "crd_number": 141625,
  "slug": "primetrust-advisors-llc-greenville-sc-141625",
  "primary_business_name": "PRIMETRUST ADVISORS LLC",
  "legal_name": "PRIMETRUST ADVISORS LLC",
  "dbas": [],
  "city": "Greenville",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "24860",
  "metro": {
    "cbsa_code": "24860",
    "common_name": "Greenville",
    "msa_name": "Greenville-Anderson-Greer, SC",
    "path": "/advisors/sc/greenville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-02-12",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 421567644.0,
  "raum_discretionary": 15265267.0,
  "raum_non_discretionary": 406302377.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 6308632.0,
      "count": 23
    },
    "pension_profit_sharing": {
      "raum": 406395736.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 8863276.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "SC"
  ],
  "websites": [
    "https://facebook.com/PrimeTrustAdvisors",
    "https://instagram.com/primetrustadvisors",
    "https://linkedin.com/COMPANY/PRIMETRUST-ADVISORS",
    "https://primetrustadvisors.com",
    "https://youtube.com/@primetrustadvisors1808"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141625",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "GREENVILLE",
  "url": "https://advisorcensus.com/firm/primetrust-advisors-llc-greenville-sc-141625",
  "display_name": "Primetrust Advisors LLC",
  "summary": "Primetrust Advisors LLC is an SEC-registered investment advisory firm in Greenville, SC, registered since 2008, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Primetrust Advisors LLC (CRD 141625): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Primetrust Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Primetrust Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Primetrust Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Flat fee: $10,000 to $50,000 a year (the Firm's investment management services for Retirement Plan Clients); Flat fee: $600 to $2,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Primetrust Advisors LLC located?",
      "a": "Primetrust Advisors LLC's principal office is in Greenville, SC, according to its Form ADV."
    },
    {
      "q": "Is Primetrust Advisors LLC registered with the SEC or a state?",
      "a": "Primetrust Advisors LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 141625."
    },
    {
      "q": "How much does Primetrust Advisors LLC manage?",
      "a": "Primetrust Advisors LLC reports $421,567,644 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (4% discretionary)."
    },
    {
      "q": "How have Primetrust Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Primetrust Advisors LLC: Regulatory assets under management: $266,965,285 in the October 2021 data and $421,567,644 in the October 2026 data, up 58%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Primetrust Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (23); pension and profit sharing plans (but not the plan participants or government pension plans) (6); high net worth individuals (3)."
    },
    {
      "q": "Which custodians does Primetrust Advisors LLC use?",
      "a": "Primetrust Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ADP, Principal Trust Company and Transamerica Retirement Solutions, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Primetrust Advisors LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141625"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 266965285.0,
      "total_employees": 3,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 305647144.0,
      "total_employees": 3,
      "filing_date": "2022-07-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 257768690.0,
      "total_employees": 3,
      "filing_date": "2023-03-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 299001006.0,
      "total_employees": 3,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 394467825.0,
      "total_employees": 3,
      "filing_date": "2025-02-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 421567644.0,
      "total_employees": 3,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $10,000 to $50,000 a year (the Firm's investment management services for Retirement Plan Clients)",
      "Flat fee: $600 to $2,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $10,000 to $50,000 a year (the Firm's investment management services for Retirement Plan Clients)"
        ],
        "quotes": [
          "PrimeTRUST may charge an ongoing flat fee for the Firm's investment management services for Retirement Plan Clients. In general, the Firm's flat fee ranges from $10,000 to $50,000 on an annual basis"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $600 to $2,000 (financial planning services)"
        ],
        "quotes": [
          "PrimeTRUST charges a fixed fee for financial planning services, which generally range between $600 and $2,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 10000.0,
          "max": 50000.0,
          "period": "annual",
          "service": "the Firm's investment management services for Retirement Plan Clients"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 600.0,
          "max": 2000.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "PrimeTRUST may charge an ongoing flat fee for the Firm's investment management services for Retirement Plan Clients. In general, the Firm's flat fee ranges from $10,000 to $50,000 on an annual basis",
      "PrimeTRUST charges a fixed fee for financial planning services, which generally range between $600 and $2,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "ADP",
      "name_as_filed": "ADP",
      "affiliated": false
    },
    {
      "name": "Principal Trust Company",
      "name_as_filed": "PRINCIPAL TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "Transamerica Retirement Solutions, LLC",
      "name_as_filed": "TRANSAMERICA RETIREMENT SOLUTIONS, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/primetrust-advisors-llc-greenville-sc-141625.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 6308632.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3,
      "fewer_than_5": true,
      "raum": 8863276.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 406395736.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141625",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}