PrimeTRUST Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
PrimeTRUST Advisors reports 32 clients. They include 23 individual clients, 6 pension and profit-sharing plans, and 3 high-net-worth individuals. Of its assets, 3.6% ($15.3M across 43 accounts) are managed with discretion; $406M across 13 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 1% |
| High-net-worth individuals | 9% | 2% |
| Pension and profit-sharing plans | 19% | 96% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 23 | $6.31M | 1.5% | $274K |
| High-net-worth individuals | Fewer than 5 | $8.86M | 2.1% | $2.95M |
| Pension and profit-sharing plans | 6 | $406M | 96.4% | $67.7M |
| Total | 32 | $422M | 100% | — |
- Clients
- 23
- Regulatory AUM
- $6.31M
- AUM share
- 1.5%
- Avg. per client
- $274K
- Clients
- Fewer than 5
- Regulatory AUM
- $8.86M
- AUM share
- 2.1%
- Avg. per client
- $2.95M
- Clients
- 6
- Regulatory AUM
- $406M
- AUM share
- 96.4%
- Avg. per client
- $67.7M
Total
- Clients
- 32
- Regulatory AUM
- $422M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
PrimeTRUST Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Julian Hunt owns 75% or more of PrimeTRUST Advisors. The leadership team of PrimeTRUST Advisors includes Chief Compliance Officer Julian Hunt. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Primetrust Advisors LLC
Julian Hunt
Control person · since August 2006
PrimeTRUST Advisors’ regulatory assets grew 1.6× from $267M (March 2021) to $422M (March 2026); clients rose from 12 to 32 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $422M | 32 | 3 | 1 |
| Feb 2025February 2025 | $394M | 30 | 3 | 1 |
| Mar 2024March 2024 | $299M | 27 | 3 | 1 |
| Mar 2023March 2023 | $258M | 26 | 3 | 1 |
| Jul 2022July 2022 | $306M | 18 | 3 | 1 |
| Mar 2021March 2021 | $267M | 12 | 3 | 1 |
Besides its headquarters, PrimeTRUST Advisors has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 850 S Pleasantburg DR, Suite 101, GreenvilleHQ
Contact and registration details
- Legal name
- Primetrust Advisors LLC
- Headquarters
- 850 S Pleasantburg DR, Suite 101, Greenville, SC 29607
- Website
- primetrustadvisors.com
- Phone
- 864-552-4020
- @primetrust-advisors
- SEC file
- 801-68762
- Structure
- South Carolina LLC
- Fiscal year end
- December
PrimeTRUST Advisors’ named custodians for separately managed accounts are Principal Trust ($262M, 65%), Transamerica Retirement Solutions ($96.5M, 24%) and Adp ($42.6M, 11%). PrimeTRUST Advisors does not have custody of client assets.
- Principal TrustPrincipal Trust Company · Wilmington, DE · $262M65%
- Transamerica Retirement SolutionsTransamerica Retirement Solutions, LLC · Boston, MA · $96.5M24%
- AdpAdp · Roseland, NJ · $42.6M11%
At year end, PrimeTRUST Advisors’ separately managed accounts were mostly in funds (100%).
What the accounts hold
- Funds100%
- Registered funds76%
- Pooled vehicles24%
How many clients does PrimeTRUST Advisors have?
PrimeTRUST Advisors has 32 clients and manages $422 million for them, as of March 2026. They include 23 individual clients, 6 pension and profit-sharing plans, and 3 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does PrimeTRUST Advisors offer?
PrimeTRUST Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does PrimeTRUST Advisors use?
PrimeTRUST Advisors’ separately managed account assets are held at Principal Trust Company (Wilmington, DE), with $262M, Transamerica Retirement Solutions, LLC (Boston, MA), with $96.5M and Adp (Roseland, NJ), with $42.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does PrimeTRUST Advisors have?
PrimeTRUST Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does PrimeTRUST Advisors invest in?
At the end of its last fiscal year, PrimeTRUST Advisors’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs) and 24% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns PrimeTRUST Advisors?
PrimeTRUST Advisors’ direct owner is Julian Hunt (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does PrimeTRUST Advisors get paid?
PrimeTRUST Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact PrimeTRUST Advisors?
PrimeTRUST Advisors’ main office is at 850 S Pleasantburg DR, Suite 101, Greenville, SC 29607. Its phone number is 864-552-4020. Its website is primetrustadvisors.com.