ADVISORTRUST PARTNERS, LLC
Legal name: JAMES FINANCIAL ADVISORS
CRD #304967 SEC #801-134387 RALEIGH, NC (919) 607-4183
SEC Registered
Total AUM
$216.8M
Discretionary
$216.8M
Employees
5
Clients
26
Accounts
85
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $216.8M | $216.8M | $0 | 5 | 33 |
| Aug 2025 | $216.8M | $216.8M | $0 | 5 | 33 |
| Mar 2020 | $0 | $0 | $0 | 1 | 0 |
| Feb 2020 | $0 | $0 | $0 | 1 | 0 |
| Feb 2020 | $0 | $0 | $0 | 1 | 0 |
| Dec 2019 | $0 | $0 | $0 | 1 | 0 |
| Jul 2019 | $0 | $0 | $0 | 4 | 0 |
DateAug 2025
Total AUM$216.8M
Discretionary$216.8M
Non-Disc.$0
Employees5
Clients33
DateAug 2025
Total AUM$216.8M
Discretionary$216.8M
Non-Disc.$0
Employees5
Clients33
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0