Primetrust Advisors Llc
- Regulatory AUM
- $422M
- Discretionary
- $15.3M
- Clients
- 32
- Avg AUM / client
- $13.2M
- Accounts
- 56
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $6.3M | 1.5% |
| High net worth individuals | 3 | $8.9M | 2.1% |
| Pension and profit sharing plans | 6 | $406M | 96.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Devro Employees Pension Plan Devro, Inc. | 2024 | |
| Fitesa 401(k) Retirement Savings Plan Fitesa Simpsonville, Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Julian Grice Hunt | Principal/Chief Compliance Officer/Member | Aug 2006 (20y) | 75% or more | |
| James Pearce Hunt | Registered representative | Aug 2019 (7y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Devro Employees Pension Plan | Devro, Inc. | 49 | $59.8M | 01/01/2024 |
| Fitesa 401(k) Retirement Savings Plan | Fitesa Simpsonville, Inc. | 582 | $65.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Principal Trust Company $262M (62% of AUM) Mar 2026
- Transamerica Retirement Solutions, Llc $96.5M (23% of AUM) Mar 2026
- State Street $81.0M (31% of AUM) Mar 2023
- Prudential Bank & Trust, Fsb $57.8M (21% of AUM) Apr 2019
- Adp, Llc $42.6M (10% of AUM) Mar 2026
- Wells Fargo $42.3M (16% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗