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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $497.3M | $497.3M | $0 | 5 | 157 |
| Mar 2025 | $497.3M | $497.3M | $0 | 5 | 157 |
| Mar 2024 | $307.8M | $307.8M | $0 | 5 | 147 |
| Sep 2023 | $283M | $283M | $0 | 5 | 127 |
| Mar 2023 | $283M | $283M | $0 | 5 | 127 |
| Sep 2022 | $326M | $326M | $0 | 5 | 128 |
| Mar 2022 | $326M | $326M | $0 | 5 | 128 |
| Nov 2021 | $282.7M | $282.7M | $0 | 4 | 118 |
| Mar 2021 | $282.7M | $282.7M | $0 | 4 | 118 |
| Jun 2020 | $259.6M | $109.8K | $259.4M | 4 | 119 |
| Jun 2020 | $259.6M | $109.8K | $259.4M | 4 | 119 |
| Jun 2020 | $259.6M | $109.8K | $259.4M | 4 | 119 |
| Mar 2020 | $259.6M | $109.8K | $259.4M | 4 | 119 |
| Mar 2019 | $212.2M | $212M | $190.7K | 4 | 120 |
| Mar 2018 | $238.2M | $237.9M | $246.6K | 4 | 116 |
| Mar 2017 | $199.7M | $199.3M | $322.5K | 4 | 100 |
| Mar 2016 | $182.2M | $181.7M | $444.8K | 4 | 100 |
| Mar 2015 | $181M | $180.5M | $498K | 4 | 100 |
| Mar 2014 | $185.2M | $184.6M | $620.8K | 4 | 26 |
| Sep 2013 | $136.3M | $135.7M | $636.6K | 4 | 26 |
| Mar 2013 | $136.3M | $135.7M | $636.6K | 4 | 26 |
| Mar 2012 | $120M | $119.2M | $795K | 1 | 26 |
| Apr 2011 | $125.9M | $124.7M | $1.1M | 5 | -- |
| Jun 2009 | $15.3M | $15.3M | $0 | 5 | -- |
| May 2009 | $15.3M | $15.3M | $0 | 5 | -- |
| Mar 2008 | $22.4M | $22.4M | $0 | 5 | -- |
| Mar 2007 | $20.6M | $20.6M | $0 | 5 | -- |
| Nov 2006 | $21.7M | $21.7M | $0 | 5 | -- |
| Mar 2006 | $21.7M | $21.7M | $0 | 5 | -- |
| Oct 2003 | $21M | $21M | $0 | 5 | -- |
| Mar 2002 | $26.1M | $26.1M | $0 | 5 | -- |
| Aug 2001 | $0 | $0 | $0 | 5 | -- |
| Jul 2001 | $0 | $0 | $0 | 5 | -- |
DateMay 2025
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees5
Clients157
DateMar 2025
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees5
Clients157
DateMar 2024
Total AUM$307.8M
Discretionary$307.8M
Non-Disc.$0
Employees5
Clients147
DateSep 2023
Total AUM$283M
Discretionary$283M
Non-Disc.$0
Employees5
Clients127
DateMar 2023
Total AUM$283M
Discretionary$283M
Non-Disc.$0
Employees5
Clients127
DateSep 2022
Total AUM$326M
Discretionary$326M
Non-Disc.$0
Employees5
Clients128
DateMar 2022
Total AUM$326M
Discretionary$326M
Non-Disc.$0
Employees5
Clients128
DateNov 2021
Total AUM$282.7M
Discretionary$282.7M
Non-Disc.$0
Employees4
Clients118
DateMar 2021
Total AUM$282.7M
Discretionary$282.7M
Non-Disc.$0
Employees4
Clients118
DateJun 2020
Total AUM$259.6M
Discretionary$109.8K
Non-Disc.$259.4M
Employees4
Clients119
DateJun 2020
Total AUM$259.6M
Discretionary$109.8K
Non-Disc.$259.4M
Employees4
Clients119
DateJun 2020
Total AUM$259.6M
Discretionary$109.8K
Non-Disc.$259.4M
Employees4
Clients119
DateMar 2020
Total AUM$259.6M
Discretionary$109.8K
Non-Disc.$259.4M
Employees4
Clients119
DateMar 2019
Total AUM$212.2M
Discretionary$212M
Non-Disc.$190.7K
Employees4
Clients120
DateMar 2018
Total AUM$238.2M
Discretionary$237.9M
Non-Disc.$246.6K
Employees4
Clients116
DateMar 2017
Total AUM$199.7M
Discretionary$199.3M
Non-Disc.$322.5K
Employees4
Clients100
DateMar 2016
Total AUM$182.2M
Discretionary$181.7M
Non-Disc.$444.8K
Employees4
Clients100
DateMar 2015
Total AUM$181M
Discretionary$180.5M
Non-Disc.$498K
Employees4
Clients100
DateMar 2014
Total AUM$185.2M
Discretionary$184.6M
Non-Disc.$620.8K
Employees4
Clients26
DateSep 2013
Total AUM$136.3M
Discretionary$135.7M
Non-Disc.$636.6K
Employees4
Clients26
DateMar 2013
Total AUM$136.3M
Discretionary$135.7M
Non-Disc.$636.6K
Employees4
Clients26
DateMar 2012
Total AUM$120M
Discretionary$119.2M
Non-Disc.$795K
Employees1
Clients26
DateApr 2011
Total AUM$125.9M
Discretionary$124.7M
Non-Disc.$1.1M
Employees5
Clients--
DateJun 2009
Total AUM$15.3M
Discretionary$15.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$15.3M
Discretionary$15.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$22.4M
Discretionary$22.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$20.6M
Discretionary$20.6M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$21.7M
Discretionary$21.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$21.7M
Discretionary$21.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$21M
Discretionary$21M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$26.1M
Discretionary$26.1M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--