PRIMETRUST ADVISORS LLC
CRD #141625 SEC #801-68762 GREENVILLE, SC 864-552-4020
SEC Registered Disclosures
Total AUM
$394.5M
Discretionary
$17.9M
Employees
3
Clients
10
Accounts
58
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $394.5M | $17.9M | $376.6M | 3 | 0 |
| Mar 2024 | $299M | $15.6M | $283.4M | 3 | 1 |
| Mar 2023 | $257.8M | $12.3M | $245.4M | 3 | 0 |
| Jul 2022 | $305.6M | $4.1M | $301.5M | 3 | 0 |
| Mar 2022 | $305.6M | $4.1M | $301.5M | 3 | 0 |
| Mar 2021 | $267M | $1.7M | $265.3M | 3 | 0 |
| Jun 2020 | $238.9M | $573.2K | $238.4M | 3 | 1 |
| Mar 2020 | $238.9M | $573.2K | $238.4M | 3 | 1 |
| Apr 2019 | $278.2M | $57.8M | $220.4M | 3 | 0 |
| Mar 2019 | $278.2M | $57.8M | $220.4M | 3 | 0 |
| Mar 2018 | $287.6M | $60.6M | $227M | 3 | 0 |
| Feb 2017 | $314.6M | $99.5M | $215.1M | 3 | 11 |
| Mar 2016 | $366M | $95.7M | $270.3M | 3 | 26 |
| Nov 2015 | $590M | $97.1M | $492.9M | 4 | 26 |
| Sep 2015 | $590M | $97.1M | $492.9M | 4 | 26 |
| Jul 2015 | $590M | $97.1M | $492.9M | 4 | 26 |
| Jul 2015 | $590M | $97.1M | $492.9M | 4 | 26 |
| Feb 2015 | $99.4M | $99.4M | $0 | 4 | 26 |
| Mar 2014 | $65.3M | $65.3M | $0 | 5 | 26 |
| Feb 2014 | $65.3M | $65.3M | $0 | 5 | 26 |
| Jun 2009 | $300M | $0 | $300M | 5 | -- |
| Mar 2009 | $300M | $0 | $300M | 5 | -- |
| Feb 2008 | $50M | $0 | $50M | 5 | -- |
| Jan 2008 | $30M | $0 | $30M | 5 | -- |
DateFeb 2025
Total AUM$394.5M
Discretionary$17.9M
Non-Disc.$376.6M
Employees3
Clients0
DateMar 2024
Total AUM$299M
Discretionary$15.6M
Non-Disc.$283.4M
Employees3
Clients1
DateMar 2023
Total AUM$257.8M
Discretionary$12.3M
Non-Disc.$245.4M
Employees3
Clients0
DateJul 2022
Total AUM$305.6M
Discretionary$4.1M
Non-Disc.$301.5M
Employees3
Clients0
DateMar 2022
Total AUM$305.6M
Discretionary$4.1M
Non-Disc.$301.5M
Employees3
Clients0
DateMar 2021
Total AUM$267M
Discretionary$1.7M
Non-Disc.$265.3M
Employees3
Clients0
DateJun 2020
Total AUM$238.9M
Discretionary$573.2K
Non-Disc.$238.4M
Employees3
Clients1
DateMar 2020
Total AUM$238.9M
Discretionary$573.2K
Non-Disc.$238.4M
Employees3
Clients1
DateApr 2019
Total AUM$278.2M
Discretionary$57.8M
Non-Disc.$220.4M
Employees3
Clients0
DateMar 2019
Total AUM$278.2M
Discretionary$57.8M
Non-Disc.$220.4M
Employees3
Clients0
DateMar 2018
Total AUM$287.6M
Discretionary$60.6M
Non-Disc.$227M
Employees3
Clients0
DateFeb 2017
Total AUM$314.6M
Discretionary$99.5M
Non-Disc.$215.1M
Employees3
Clients11
DateMar 2016
Total AUM$366M
Discretionary$95.7M
Non-Disc.$270.3M
Employees3
Clients26
DateNov 2015
Total AUM$590M
Discretionary$97.1M
Non-Disc.$492.9M
Employees4
Clients26
DateSep 2015
Total AUM$590M
Discretionary$97.1M
Non-Disc.$492.9M
Employees4
Clients26
DateJul 2015
Total AUM$590M
Discretionary$97.1M
Non-Disc.$492.9M
Employees4
Clients26
DateJul 2015
Total AUM$590M
Discretionary$97.1M
Non-Disc.$492.9M
Employees4
Clients26
DateFeb 2015
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees4
Clients26
DateMar 2014
Total AUM$65.3M
Discretionary$65.3M
Non-Disc.$0
Employees5
Clients26
DateFeb 2014
Total AUM$65.3M
Discretionary$65.3M
Non-Disc.$0
Employees5
Clients26
DateJun 2009
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees5
Clients--
DateMar 2009
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees5
Clients--
DateFeb 2008
Total AUM$50M
Discretionary$0
Non-Disc.$50M
Employees5
Clients--
DateJan 2008
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees5
Clients--