# Wealthtrust Asset Management, LLC

> Wealthtrust Asset Management, LLC is an SEC-registered investment advisory firm in Destin, FL, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 174901
- Filed as: WEALTHTRUST ASSET MANAGEMENT, LLC
- Also doing business as: 925 ADVISORY, CANYON CREEK CAPITAL LLC, TAMP ADVISORY SOLUTIONS, WEALTHTRUST ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Destin, FL
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174901
- AdvisorCensus page: https://advisorcensus.com/firm/wealthtrust-asset-management-llc-destin-fl-174901

## Quick answers

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

**Where is Wealthtrust Asset Management, LLC located?**
Wealthtrust Asset Management, LLC's principal office is in Destin, FL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wealthtrust Asset Management, LLC registered with the SEC or a state?**
Wealthtrust Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174901.

**How much does Wealthtrust Asset Management, LLC manage?**
Wealthtrust Asset Management, LLC reports $217,382,332 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (78% discretionary).

**How have Wealthtrust Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealthtrust Asset Management, LLC: Regulatory assets under management: $154,766,531 in the October 2021 data and $217,382,332 in the October 2026 data, up 40%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthtrust Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (182); high net worth individuals (61); other investment advisers (6).

**Which custodians does Wealthtrust Asset Management, LLC use?**
Wealthtrust Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wealthtrust Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174901

**What changed in Wealthtrust Asset Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $182,970,058 to $217,382,332 (+19%).

## 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))
- Charles Schwab & Co., Inc.

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: $217,382,332
- Discretionary: $169,686,188
- Non-discretionary: $47,696,144

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 182 | $56,733,388 |
| High net worth individuals | 61 | $148,879,987 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $425,901 |
| Charitable organizations | 2 | $1,585,277 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 6 | $5,897,466 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $3,860,313 |
| Other | 0 | $0 |

### 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
- Pension consulting services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, CO, FL, KS, KY, LA, MO, NE, NH, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Plano, TX

### Websites listed on Form ADV (Item 1.I)
- 925advisory.com
- canyoncreekc.com
- wealthtrustam.com
- wealthtrustetf.com
- LinkedIn @wealthtrust-asset-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $154,766,531 | 7 | September 14, 2021 |
| October 2022 | $188,831,178 | 9 | August 10, 2022 |
| October 2023 | $153,727,770 | 9 | March 15, 2023 |
| October 2024 | $180,012,386 | 8 | July 19, 2024 |
| October 2025 | $182,970,058 | 7 | March 28, 2025 |
| October 2026 | $217,382,332 | 7 | September 3, 2026 |

Regulatory assets under management: $154,766,531 in the October 2021 data and $217,382,332 in the October 2026 data, up 40%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $182,970,058 to $217,382,332 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthtrust Asset Management, LLC (CRD 174901): Form ADV filing data as of October 2026.