{"url":"https://nivawealth.com/firms/american-trust-investment-advisors-114439","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/114439","regulatoryAum":303477345,"crd":"114439","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4433717","suffix":"MR.","lastName":"COLLINS","firstName":"PAUL","middleName":"HARKER"},{"crd":"7805196","suffix":null,"lastName":"MUTSUDDY","firstName":"ANIK","middleName":null}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-31","regulatoryAum":282711270,"clients":118,"employees":4,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":325969866,"clients":128,"employees":5,"offices":1},{"filedOn":"2023-03-23","regulatoryAum":282953116,"clients":127,"employees":5,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":307811721,"clients":147,"employees":5,"offices":1},{"filedOn":"2025-05-23","regulatoryAum":497259027,"clients":157,"employees":5,"offices":1},{"filedOn":"2026-09-02","regulatoryAum":303477345,"clients":116,"employees":4,"offices":1}],"secFileNumber":"801-60454","legalName":"American Trust Investment Advisors, LLC","displayName":"American Trust Investment Advisors","slug":"american-trust-investment-advisors-114439","website":"https://amertrust.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/114439/e1618e2eb1baae5c-r1.webp","tone":"light","width":554,"height":200,"sourceUrl":"https://www.amertrust.com/","sourceLabel":"American Trust Investment Advisors, LLC, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_wealth_manager","typeLabel":"OCIO / institutional wealth","feeDisclosure":"payment_only"},"founded":null,"organization":"New Hampshire limited liability company","fiscalYearEnd":"December","headquarters":{"street":"One Court Street, Suite 270","city":"Lebanon","state":"NH","stateName":"New Hampshire","country":"United States","postalCode":"03766-1358"},"tradeNames":[],"registration":{"secApproved":"6 August 2001","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1207712.156626506,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":303477345,"discretionary":303477345,"discretionaryAccounts":193,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":116},"clientTypes":[{"label":"Individuals (other than HNW)","clients":44,"regulatoryAum":20725315},{"label":"High-net-worth individuals","clients":39,"regulatoryAum":79514794},{"label":"Charitable organizations","clients":33,"regulatoryAum":203237236}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Omaha, NE","smaAssets":303477345}],"custodyNote":"American Trust Investment Advisors has custody of $2.09M in client assets for 1 client.","otherCustodians":[],"leadership":[{"name":"Paul Collins","title":"President","crd":"4433717"},{"name":"Stephanie Brill","title":"Chief Compliance Officer","crd":"5115511"},{"name":"Anik Mutsuddy","title":"Financial Analyst","crd":"7805196"}],"ownership":[{"label":"Paul Collins","detail":"President in the 75% or more ownership band and a control person, since July 2001."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Hampshire","offices":1,"addresses":[{"street":"One Court Street, Suite 270","city":"Lebanon","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"603-448-6415","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":72},{"label":"U.S. government/agency bonds","percent":20},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":4,"detail":"Certificate of Deposits"}],"privateFunds":0},"sources":{"adv1FilingDate":"2 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/114439/PDF/114439.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does American Trust Investment Advisors have?","answer":"American Trust Investment Advisors has 116 clients and manages $303 million for them, as of September 2026. They include 44 individual clients, 39 high-net-worth individuals and 33 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 2 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does American Trust Investment Advisors offer?","answer":"American Trust Investment Advisors provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does American Trust Investment Advisors use?","answer":"American Trust Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $303M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does American Trust Investment Advisors have?","answer":"American Trust Investment Advisors has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does American Trust Investment Advisors invest in?","answer":"At the end of its last fiscal year, American Trust Investment Advisors’ separately managed accounts held 72% exchange-traded equities, 20% U.S. government and agency bonds, 4% cash and equivalents and 4% other. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}