RIA
    SEC Registered

    American Trust Investment Advisors, LLC

    Registered investment advisor · Lebanon, New Hampshire · CRD #114439

    Assets Under Management
    $303M
    Client Accounts
    193
    Employees
    4
    CRD Number
    114439
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About American Trust Investment Advisors, LLC

    American Trust Investment Advisors, LLC is a registered investment advisory firm focused on fee-only investment management, partnering with Charles Schwab for asset custody. It offers services to both individuals and institutions, emphasizing socially responsible investing options. Paul Collins is the President.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for American Trust Investment Advisors, LLC

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    Frequently Asked Questions

    What is American Trust Investment Advisors, LLC's AUM?

    American Trust Investment Advisors, LLC reports approximately $303M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is American Trust Investment Advisors, LLC headquartered?

    American Trust Investment Advisors, LLC is headquartered in Lebanon, New Hampshire.

    What is American Trust Investment Advisors, LLC's CRD number?

    American Trust Investment Advisors, LLC's CRD number is 114439. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does American Trust Investment Advisors, LLC manage?

    American Trust Investment Advisors, LLC manages approximately 193 client accounts according to its latest SEC filing.

    Is American Trust Investment Advisors, LLC SEC registered?

    Yes, American Trust Investment Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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