Advisors at this firm
Thomas E
Series 63, Series 65
Plano, TX
WealthTrust Asset Management, LLC
Thomas Eifler is a financial advisor with WealthTrust Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Peak Trust Financial Group Inc., PTF Investment Advisors, Inc., Canyon Creek Capital LLC, and Advisors Excel. Outside of advisory work, he is a licensed insurance agent involved with Canyon Creek Capital and other insurance-related activities. WealthTrust Asset Management serves individuals, families, trusts, employer plans, and financial institutions through investment advisory, asset management, financial planning, and retirement plan services. The firm employs a primarily quantitative investment process supplemented by AI-driven tactical models and provides model portfolio services and operational support to independent registered investment advisers and other financial entities.
Thomas E
Series 63
Louisville, KY
WealthTrust Asset Management, LLC
Thomas Eifler is a financial advisor at WealthTrust Asset Management, LLC with 48 years of industry experience. He holds a Series 63 designation and has worked at firms including TAMP Advisory Solutions and JJB Hilliard W.L. Lyons. Outside of his advisory role, he serves on the investment committee for St. Xavier High School. WealthTrust Asset Management operates multiple business channels providing investment advisory, asset management, financial planning, and retirement plan services to individuals, families, trusts, employer plans, and financial institutions. The firm uses a primarily quantitative investment process supplemented by AI-driven tactical models and serves independent RIAs through model portfolio subscriptions and sub-advisory arrangements.
John M
Series 63, Series 65
Destin, FL
WealthTrust Asset Management, LLC
John Mchugh is a financial advisor with WealthTrust Asset Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at TAMP Advisory Solutions LLC and Duncan McHugh Investments. Outside of advisory work, he holds a passive ownership interest in a restaurant/club business. WealthTrust Asset Management serves individuals, families, trusts, employer plans, and financial institutions through investment advisory, asset management, financial planning, and retirement plan services. The firm employs a primarily quantitative investment process supplemented by AI-driven tactical models and supports independent RIAs with model portfolio subscriptions and operational services.
Michael L
CFA®, Series 63, Series 65, Series 66
Destin, FL
WealthTrust Asset Management, LLC
Michael Lee is a CFA® charterholder with seven years of industry experience, currently serving at WealthTrust Asset Management, LLC in Destin, FL. His prior roles include positions at Blackstock, Inc, Nyoobe, Inc, Wildermuth Asset Management, and Kalos Management. He has contributed occasionally to Seeking Alpha, an investment-related website. WealthTrust Asset Management operates multiple business channels providing investment advisory, asset management, financial planning, and retirement plan advisory services to individuals, families, trusts, employer plans, and financial institutions. The firm uses a primarily quantitative investment process enhanced with AI-driven tactical models and serves independent RIAs through model portfolio subscriptions and sub-advisory services.
Clifford R
Series 63, Series 65
Mobile, AL
WealthTrust Asset Management, LLC
Clifford Rutledge is a financial advisor with WealthTrust Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Tamp Advisory Solutions, Duncan McHugh Investments, and Wells Fargo Advisors. WealthTrust Asset Management serves individuals, families, trusts, employer plans, and financial institutions through multiple business channels, offering investment advisory, asset management, financial planning, and retirement plan advisory. The firm employs a primarily quantitative investment process supplemented by AI-driven tactical models and provides services to independent RIAs through model portfolio subscriptions and sub-advisory arrangements.