AMERICAN TRUST INVESTMENT ADVISORS, LLC
CRD #114439 SEC #801-60454 LEBANON, NH 603-448-6415
SEC Registered
Total AUM
$497.3M
Discretionary
$497.3M
Employees
5
Clients
0
Accounts
277
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRILL, STEPHANIE, NEULAND | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CALLAGHAN, ANDREW, CAREY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | NA | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | NA | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | NA | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | NA | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | NA | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | NA | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | NA | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | NA | Control |
| HARRIS, JEFFREY, MARC | I | SENIOR VICE PRESIDENT | NA | Control |
| HARRIS, JEFFREY, MARC | I | SENIOR VICE PRESIDENT | NA | Control |
| HARRIS, JEFFREY, MARC | I | SENIOR VICE PRESIDENT | NA | Control |
| MUTSUDDY, ANIK | I | FINANCIAL ANALYST | NA | Control |
| VOGEL, HEATHER, COLLIER | I | EXECUTIVE MANAGER | NA | Control |
| VOGEL, HEATHER, COLLIER | I | EXECUTIVE MANAGER | NA | Control |
| AMERICAN TRUST COMPANY | DE | MANAGING MEMBER | E | Control |
| AMERICAN TRUST COMPANY | DE | MANAGING MEMBER | E | Control |
| AMERICAN TRUST COMPANY | DE | MANAGING MEMBER | E | Control |
| AMERICAN TRUST COMPANY | DE | MANAGING MEMBER | E | Control |
| AMERICAN TRUST COMPANY | DE | MANAGING MEMBER | E | Control |
| AMERICAN TRUST COMPANY | DE | MANAGING MEMBER | E | Control |
| AMERICAN TRUST COMPANY | DE | MANAGING MEMBER | E | Control |
| AMERICAN TRUST COMPANY | DE | MANAGING MEMBER | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
| COLLINS, PAUL, HARKER | I | PRESIDENT | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COLLINS, PAUL, HARKER | I | AMERICAN TRUST COMPANY | E | Control |
| COLLINS, PAUL, HARKER | I | AMERICAN TRUST COMPANY | E | Control |
| COLLINS, PAUL, HARKER | I | AMERICAN TRUST INVESTMENT ADVISORS, LLC | E | Control |
| COLLINS, PAUL, HARKER | I | AMERICAN TRUST COMPANY | E | Control |
| COLLINS, PAUL, HARKER | I | AMERICAN TRUST COMPANY | E | Control |
| COLLINS, PAUL, HARKER | I | AMERICAN TRUST COMPANY | E | Control |
| COLLINS, PAUL, HARKER | I | AMERICAN TRUST COMPANY | E | Control |
| COLLINS, PAUL, HARKER | I | AMERICAN TRUST COMPANY | E | Control |
| COLLINS, PAUL, HARKER | I | AMERICAN TRUST COMPANY | E | Control |
Registrations
Federal
IA
May 23, 2025 REGISTERED
Notice Filings (9)
AK CA CO FL MA ME NH TX VT
Address
67 ETNA ROADSUITE 360
LEBANON, NH 03766-1358
United States
Phone: 603-448-6415