# Primetrust Advisors LLC

> 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.

- CRD: 141625
- Filed as: PRIMETRUST ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenville, SC
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141625
- AdvisorCensus page: https://advisorcensus.com/firm/primetrust-advisors-llc-greenville-sc-141625

## Quick answers

**How is Primetrust Advisors LLC compensated?**
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).

**Where is Primetrust Advisors LLC located?**
Primetrust Advisors LLC's principal office is in Greenville, SC, according to its Form ADV.

**Is Primetrust Advisors LLC registered with the SEC or a state?**
Primetrust Advisors LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 141625.

**How much does Primetrust Advisors LLC manage?**
Primetrust Advisors LLC reports $421,567,644 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (4% discretionary).

**How have Primetrust Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does Primetrust Advisors LLC serve?**
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).

**Which custodians does Primetrust Advisors LLC use?**
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.

**Does Primetrust Advisors LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- ADP
- Principal Trust Company
- Transamerica Retirement Solutions, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $421,567,644
- Discretionary: $15,265,267
- Non-discretionary: $406,302,377

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $6,308,632 |
| High net worth individuals | 3 | $8,863,276 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $406,395,736 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2008 (18 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141625

### Websites listed on Form ADV (Item 1.I)
- primetrustadvisors.com
- Facebook @PrimeTrustAdvisors
- Instagram @primetrustadvisors
- LinkedIn @PRIMETRUST-ADVISORS
- YouTube @primetrustadvisors1808

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $266,965,285 | 3 | March 31, 2021 |
| October 2022 | $305,647,144 | 3 | July 28, 2022 |
| October 2023 | $257,768,690 | 3 | March 6, 2023 |
| October 2024 | $299,001,006 | 3 | March 21, 2024 |
| October 2025 | $394,467,825 | 3 | February 26, 2025 |
| October 2026 | $421,567,644 | 3 | March 23, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Primetrust Advisors LLC (CRD 141625): Form ADV filing data as of October 2026.