PUBLIC TRUST ADVISORS, LLC
Legal name: PTMA INVESTMENT ADVISORS
CRD #159189 SEC #801-72782 DENVER, CO 855-395-3954
SEC Registered
Total AUM
$94.2B
Discretionary
$89.9B
Employees
93
Clients
0
Accounts
241
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $94.2B | $89.9B | $4.3B | 93 | 4 |
| Jul 2025 | $94.2B | $89.9B | $4.3B | 93 | 4 |
| Jun 2025 | $94.2B | $89.9B | $4.3B | 93 | 4 |
| Mar 2025 | $94.2B | $89.9B | $4.3B | 93 | 4 |
| Dec 2024 | $81.1B | $68.9B | $12.2B | 81 | 3 |
| Mar 2024 | $81.1B | $68.9B | $12.2B | 81 | 3 |
| Mar 2023 | $64.9B | $60.6B | $4.4B | 78 | 2 |
| Feb 2023 | $51.5B | $45.6B | $5.9B | 70 | 3 |
| Jul 2022 | $51.5B | $45.6B | $5.9B | 70 | 3 |
| Jul 2022 | $51.5B | $45.6B | $5.9B | 70 | 3 |
| Feb 2022 | $51.5B | $45.6B | $5.9B | 70 | 3 |
| Mar 2021 | $48.9B | $43.1B | $5.8B | 69 | 2 |
| Jan 2021 | $48.9B | $43.1B | $5.8B | 69 | 2 |
| May 2020 | $42.3B | $36.1B | $6.2B | 64 | 2 |
| Mar 2020 | $42.3B | $36.1B | $6.2B | 64 | 2 |
| Oct 2019 | $32.8B | $28.8B | $4B | 56 | 2 |
| Oct 2019 | $32.8B | $28.8B | $4B | 56 | 2 |
| Mar 2019 | $32.8B | $28.8B | $4B | 56 | 2 |
| Dec 2018 | $30.9B | $27.2B | $3.8B | 56 | 2 |
| Mar 2018 | $25.2B | $21.8B | $3.3B | 49 | 3 |
| Mar 2017 | $24.7B | $21.6B | $3.1B | 39 | 26 |
| Mar 2017 | $24.7B | $21.6B | $3.1B | 39 | 26 |
| Apr 2016 | $16B | $13.7B | $2.3B | 30 | 26 |
| Mar 2016 | $14.4B | $12.7B | $1.8B | 29 | 26 |
| Dec 2015 | $9.3B | $8.8B | $508.5M | 25 | 26 |
| Mar 2015 | $9.3B | $8.8B | $508.5M | 25 | 26 |
| Apr 2014 | $7.8B | $7.6B | $239M | 21 | 11 |
| Mar 2014 | $7.8B | $7.6B | $239M | 21 | 11 |
| Jan 2014 | $4.8B | $4.5B | $339.5M | 19 | 1 |
| Sep 2013 | $4.8B | $4.5B | $339.5M | 19 | 1 |
| Sep 2013 | $4.8B | $4.5B | $339.5M | 19 | 1 |
| Apr 2013 | $3.3B | $3.2B | $140M | 15 | 1 |
| Mar 2013 | $3.3B | $3.2B | $140M | 15 | 1 |
| Mar 2012 | $3.7B | $3.7B | $0 | 1 | 0 |
| Feb 2012 | $3.3B | $3.3B | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$94.2B
Discretionary$89.9B
Non-Disc.$4.3B
Employees93
Clients4
DateJul 2025
Total AUM$94.2B
Discretionary$89.9B
Non-Disc.$4.3B
Employees93
Clients4
DateJun 2025
Total AUM$94.2B
Discretionary$89.9B
Non-Disc.$4.3B
Employees93
Clients4
DateMar 2025
Total AUM$94.2B
Discretionary$89.9B
Non-Disc.$4.3B
Employees93
Clients4
DateDec 2024
Total AUM$81.1B
Discretionary$68.9B
Non-Disc.$12.2B
Employees81
Clients3
DateMar 2024
Total AUM$81.1B
Discretionary$68.9B
Non-Disc.$12.2B
Employees81
Clients3
DateMar 2023
Total AUM$64.9B
Discretionary$60.6B
Non-Disc.$4.4B
Employees78
Clients2
DateFeb 2023
Total AUM$51.5B
Discretionary$45.6B
Non-Disc.$5.9B
Employees70
Clients3
DateJul 2022
Total AUM$51.5B
Discretionary$45.6B
Non-Disc.$5.9B
Employees70
Clients3
DateJul 2022
Total AUM$51.5B
Discretionary$45.6B
Non-Disc.$5.9B
Employees70
Clients3
DateFeb 2022
Total AUM$51.5B
Discretionary$45.6B
Non-Disc.$5.9B
Employees70
Clients3
DateMar 2021
Total AUM$48.9B
Discretionary$43.1B
Non-Disc.$5.8B
Employees69
Clients2
DateJan 2021
Total AUM$48.9B
Discretionary$43.1B
Non-Disc.$5.8B
Employees69
Clients2
DateMay 2020
Total AUM$42.3B
Discretionary$36.1B
Non-Disc.$6.2B
Employees64
Clients2
DateMar 2020
Total AUM$42.3B
Discretionary$36.1B
Non-Disc.$6.2B
Employees64
Clients2
DateOct 2019
Total AUM$32.8B
Discretionary$28.8B
Non-Disc.$4B
Employees56
Clients2
DateOct 2019
Total AUM$32.8B
Discretionary$28.8B
Non-Disc.$4B
Employees56
Clients2
DateMar 2019
Total AUM$32.8B
Discretionary$28.8B
Non-Disc.$4B
Employees56
Clients2
DateDec 2018
Total AUM$30.9B
Discretionary$27.2B
Non-Disc.$3.8B
Employees56
Clients2
DateMar 2018
Total AUM$25.2B
Discretionary$21.8B
Non-Disc.$3.3B
Employees49
Clients3
DateMar 2017
Total AUM$24.7B
Discretionary$21.6B
Non-Disc.$3.1B
Employees39
Clients26
DateMar 2017
Total AUM$24.7B
Discretionary$21.6B
Non-Disc.$3.1B
Employees39
Clients26
DateApr 2016
Total AUM$16B
Discretionary$13.7B
Non-Disc.$2.3B
Employees30
Clients26
DateMar 2016
Total AUM$14.4B
Discretionary$12.7B
Non-Disc.$1.8B
Employees29
Clients26
DateDec 2015
Total AUM$9.3B
Discretionary$8.8B
Non-Disc.$508.5M
Employees25
Clients26
DateMar 2015
Total AUM$9.3B
Discretionary$8.8B
Non-Disc.$508.5M
Employees25
Clients26
DateApr 2014
Total AUM$7.8B
Discretionary$7.6B
Non-Disc.$239M
Employees21
Clients11
DateMar 2014
Total AUM$7.8B
Discretionary$7.6B
Non-Disc.$239M
Employees21
Clients11
DateJan 2014
Total AUM$4.8B
Discretionary$4.5B
Non-Disc.$339.5M
Employees19
Clients1
DateSep 2013
Total AUM$4.8B
Discretionary$4.5B
Non-Disc.$339.5M
Employees19
Clients1
DateSep 2013
Total AUM$4.8B
Discretionary$4.5B
Non-Disc.$339.5M
Employees19
Clients1
DateApr 2013
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$140M
Employees15
Clients1
DateMar 2013
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$140M
Employees15
Clients1
DateMar 2012
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees1
Clients0
DateFeb 2012
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0