WealthTrust Asset Management, LLC logo

WealthTrust Asset Management, LLC

Updated today

Client assets under management

$205,613,375

Clients

243

25% high-net worth

Advisors

5

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

49

Low

Average account size

$846,146

About

WealthTrust Asset Management, doing business as TAMP Advisory Solutions and 925 Advisory, provides discretionary and non‑discretionary investment management, financial planning, and retirement plan advisory to individuals (including high‑net‑worth clients), trusts, businesses, qualified retirement plans, and family offices. The firm also offers asset management and model portfolio services to unaffiliated registered investment advisers, broker‑dealers, and financial institutions, and provides back‑office support such as billing and performance reporting through its 925 platform.

The firm’s investment work centers on its WealthTrust DBS model portfolios, which combine quantitative equity rankings (including measures of analyst agreement, magnitude of estimate revisions, upside and EPS surprises), fundamental screening, and a Tactical Edge sleeve for tactical ETF allocations and defensive hedging. WealthTrust also operates AI‑driven tactical models for equity and fixed income and manages portfolios on both direct discretionary accounts and third‑party managed account platforms, with routine review and rebalancing processes.

Distinctive aspects of the firm include its role as a model provider and sub‑advisor to other advisers via a subscription model and its 925 Advisory platform, allowing WealthTrust to serve other RIAs without establishing direct client relationships. The firm also sponsors an exchange‑traded fund (the WealthTrust DBS Long Term Growth ETF) — with the fund’s prospectus available on its site — and maintains legacy wrap fee program arrangements while transitioning new accounts to non‑wrap pricing.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Factor investing / smart beta Passive / index investing ESG / Sustainable investing

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Financial planning flat fees range from $1,000 to $5,000

Percentage

$0+: Up to 1.25% annually for discretionary accounts $0+: Up to 1.55% annually for non-discretionary accounts

Project-based

$150 to $250 per hour for financial planning services

Other

Account minimum: $50,000

Main office location

WealthTrust Asset Management, LLC

4458 Legendary Dr., Suite 140

Destin FL 32541, United States

Number of offices

3

Most active in

Alabama · Colorado · Florida · Kansas · Kentucky · Louisiana · Missouri · Nebraska · New Hampshire · Tennessee · 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

Advisors at this firm

user avatar

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.

Active portfolio management Factor investing / smart beta Passive / index investing ESG / Sustainable investing Executive Founder/Business Owner
user avatar

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.

Active portfolio management Factor investing / smart beta Passive / index investing ESG / Sustainable investing Executive Founder/Business Owner
user avatar

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.

Active portfolio management Factor investing / smart beta Passive / index investing ESG / Sustainable investing Executive Founder/Business Owner
user avatar

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.

Active portfolio management Factor investing / smart beta Passive / index investing ESG / Sustainable investing Executive Founder/Business Owner
user avatar

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.

Active portfolio management Factor investing / smart beta Passive / index investing ESG / Sustainable investing Executive Founder/Business Owner
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