AdvisorsTrust Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$435,290,041
Total clients
172
42% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
57
Average account size
$2,530,756
About
AdvisorsTrust Partners LLC, doing business as James Financial Advisors and McMahan Financial LLC, provides discretionary portfolio management and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, and business entities. The firm oversees approximately $216.8 million in discretionary assets across a compact client base and offers tailored investment management alongside standalone planning and hourly consulting engagements.
The firm combines fundamental analysis with technical/charting and cyclical methods and may implement both active and passive strategies, including short‑ and long‑term trading, using third‑party research to construct and monitor portfolios. Clients’ objectives and constraints are established through interviews and questionnaires, portfolios are reviewed on an ongoing basis, and fee billing is arranged monthly or quarterly with fees negotiable in certain circumstances.
Noteworthy aspects include a very small number of client relationships relative to assets under management (34 clients for about $217 million), implying a high average account size per client and potentially more individually focused account handling. The brochure discloses that some supervised persons are registered representatives of a broker‑dealer and are licensed insurance agents who may receive commissions, that the firm receives custody‑related services from its custodian, and that it does not accept proxy‑voting authority on clients’ behalf.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $2,000 to $20,000, payable upon completion.
$0 - $5,000,000: 2.25% $5,000,001 - $10,000,000: 2.00% >$10,000,001+: 1.75%
Supervised persons are registered representatives of a broker-dealer and may receive commissions from brokerage product sales.
$500 per hour for advisory services outside financial planning or investment management.
Main office location
AdvisorsTrust Partners LLC
9121 Anson Way, Suite 200
Raleigh NC 27615, United States
Number of offices
2
Most active in
North Carolina · South Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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