A
Ameritrust Investments of North Carolina, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,330,000
Clients
35
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
TypicalAverage account size
$152,286
About
The firm provides discretionary investment supervisory services to individual clients and manages about $5.33 million across roughly 35 client accounts. It prepares an Investment Policy Statement for each client and offers portfolio management across equities, bonds, fixed income, ETFs, government securities, and mutual funds, with no account minimum.
The firm documents client goals and risk tolerance in an Investment Policy Statement and conducts quarterly portfolio reviews while exercising discretionary trading authority. Its methods of analysis include charting, fundamental, technical, and cyclical analysis, and its strategies range from long-term to short-term trading and options writing, including uncovered options.
A notable feature disclosed in the brochure is that the firm's principal is a licensed insurance agent who may offer commissionable insurance products to clients, a relationship the firm identifies as a potential conflict of interest. The firm also participates in an institutional program with its Schwab custodian that provides research, trading support, and soft-dollar benefits, and it uses block trading and custodian fee-deduction capabilities in managing client accounts.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
$0 - $1,000,000: 1.5% Over $1,000,000+: 1.00%
Main office location
Ameritrust Investments of North Carolina, LLC
1018 Pine Hill Road
Fayetteville NC 28305, United States
Number of offices
1
Most active in
Ameritrust Investments of North Carolina, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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