{"url":"https://nivawealth.com/firms/primetrust-advisors-141625","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/141625","regulatoryAum":421567644,"crd":"141625","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7069833","suffix":null,"lastName":"Hunt","firstName":"James","middleName":"Pearce"},{"crd":"1771575","suffix":"JR","lastName":"HUNT","firstName":"JULIAN","middleName":"GRICE"}],"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":266965285,"clients":12,"employees":3,"offices":1},{"filedOn":"2022-07-28","regulatoryAum":305647144,"clients":18,"employees":3,"offices":1},{"filedOn":"2023-03-06","regulatoryAum":257768690,"clients":26,"employees":3,"offices":1},{"filedOn":"2024-03-21","regulatoryAum":299001006,"clients":27,"employees":3,"offices":1},{"filedOn":"2025-02-26","regulatoryAum":394467825,"clients":30,"employees":3,"offices":1},{"filedOn":"2026-03-23","regulatoryAum":421567644,"clients":32,"employees":3,"offices":1}],"secFileNumber":"801-68762","legalName":"Primetrust Advisors LLC","displayName":"PrimeTRUST Advisors","slug":"primetrust-advisors-141625","website":"https://primetrustadvisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/141625/f6683cac348a63c6-r1.webp","tone":"light","width":747,"height":200,"sourceUrl":"https://primetrustadvisors.com/","sourceLabel":"Primetrust Advisors LLC, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/primetrust-advisors/","founded":null,"organization":"South Carolina limited liability company","fiscalYearEnd":"December","headquarters":{"street":"850 S Pleasantburg DR, Suite 101","city":"Greenville","state":"SC","stateName":"South Carolina","country":"United States","postalCode":"29607"},"tradeNames":[],"registration":{"secApproved":"12 February 2008","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":3,"advisory":2,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":421567644,"discretionary":15265267,"discretionaryAccounts":43,"nonDiscretionary":406302377,"nonDiscretionaryAccounts":13,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":3},"clientTypes":[{"label":"Individuals (other than HNW)","clients":23,"regulatoryAum":6308632},{"label":"High-net-worth individuals","clients":3,"fewerThan5":true,"regulatoryAum":8863276},{"label":"Pension and profit-sharing plans","clients":6,"regulatoryAum":406395736}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Principal Trust Company","shortName":"Principal Trust","location":"Wilmington, DE","smaAssets":261771030},{"name":"Transamerica Retirement Solutions, LLC","shortName":"Transamerica Retirement Solutions","location":"Boston, MA","smaAssets":96454534},{"name":"Adp","shortName":"Adp","location":"Roseland, NJ","smaAssets":42557248}],"custodyNote":"PrimeTRUST Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Julian Hunt","title":"Principal/Chief Compliance Officer/Member","crd":"1771575"}],"ownership":[{"label":"Julian Hunt","detail":"Principal/chief compliance officer/member in the 75% or more ownership band and a control person, since August 2006."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"South Carolina","offices":1,"addresses":[{"street":"850 S Pleasantburg DR, Suite 101","city":"Greenville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"864-552-4020","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"1-10","assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":76},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":24}],"privateFunds":0},"sources":{"adv1FilingDate":"23 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/141625/PDF/141625.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 PrimeTRUST Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does PrimeTRUST Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does PrimeTRUST Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does PrimeTRUST Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does PrimeTRUST Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns PrimeTRUST Advisors?","answer":"PrimeTRUST Advisors’ direct owner is Julian Hunt (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does PrimeTRUST Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact PrimeTRUST Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. 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."}