Ameritrust Investment Advisors Inc (Tulsa)

Ameritrust Investment Advisors Inc is an adviser based in Tulsa. It manages $64.35 million of regulatory assets for 430 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, Kansas, and Oklahoma.

Ameritrust Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ameritrust Investment Advisors: assets under management

The assets under management (AUM) of Ameritrust Investment Advisors Inc is $64.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $64.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $149.64 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ameritrust Investment Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ameritrust Investment Advisors Inc

John Harvie Roe has been acting as President since 1 Mar 1997. Peter K Lawton joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Harvie Roe	President	1 Mar 1997	Other	1224388
Theameritrust Holding Company	Holding company	1 Aug 1998	75% - 100%	73-1547017
Jerry L. Hudson	Director	1 Aug 1998	Other	4349836
Robert Frederick Biolchini	Director	1 Aug 1998	Other	4361040
George Scott Yandell	Director	1 Apr 2005	Other	3242224
Scott Douglas Terry	Director	1 Oct 2005	Other	5117548
Thomas A Biolchini	Director	1 Apr 2010	Other	5785192
Peter K Lawton	Director	1 Jan 2012	Other	6040511

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Bancshares Of Jackson Hole	Shareholder	1 Aug 1998	50% - 75%	83-0257173

Based in Tulsa

The principal office where Ameritrust Investment Advisors Inc performs its advisory services is located at 4111 S Darlington Ste 450, Tulsa, OK 74135, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (918)610-8080 or by fax (918)610-1229. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.