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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

AMERITRUST INVESTMENT ADVISORS INC

CRD 108589

TULSA, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cc9ac868-ac62-67a4-1394-62e6fcea6a3a

Data as of Jun 28, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Jun 28, 2012
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $64.3MItem 5.F on the latest filing (2012-06-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $64.3M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $10.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Accounts: 430
SEC number: 801-54219
CRD: 108589
Filings on the tape: 5
First filed: Mar 30, 2012
Latest filed: Jun 28, 2012
Organised: Corporation, Oklahoma

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LAURIE MALIN Horton	n/a	TULSA, OK	9	23	1	no
KENNY LLOYD BROWN, JR.	n/a	TULSA, OK	8	11	n/a	no
MYLES RICHARD LINHARES	n/a	TULSA, OK	5	10	n/a	no
Jaylon Scott Rodriguez	n/a	TULSA, OK	2	13	n/a	no
RONALD CHARLES DUGAN	Chartered Financial Analyst	TULSA, OK	2	29	1	no
JOHN HARVIE ROE	Certified Financial Planner	TULSA, OK	1	29	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BANCSHARES OF JACKSON HOLE	Shareholder	D	yes	08/1998	Mar 30, 2012	Jun 28, 2012
BIOLCHINI, ROBERT, FREDERICK	DIRECTOR/CHAIRMAN OF THE BOARD	Na	yes	08/1998	Mar 30, 2012	Jun 28, 2012
HUDSON, JERRY, L.	Director	Na	yes	08/1998	Mar 30, 2012	Jun 28, 2012
ROE, JOHN, HARVIE	PRESIDENT/CHIEF COMPLIANCE OFFICER	Na	yes	03/1997	Mar 30, 2012	Jun 28, 2012
THEAMERITRUST HOLDING COMPANY	HOLDING COMPANY	E	yes	08/1998	Mar 30, 2012	Jun 28, 2012
BIOLCHINI, THOMAS, A	Director	Na	no	04/2010	Mar 30, 2012	Jun 28, 2012
LAWTON, PETER, K	Director	Na	no	01/2012	Mar 30, 2012	Jun 28, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
AMERITRUST CORPORATION	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 30, 2012	$64.3M	$64.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$64.3M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Affiliated with (5)

← ARGENT ADVISORS, INC.Registered adviserother investment adviser, common control
factForm ADV
← HIGHLAND CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, LP sponsor, common control
factForm ADV
← ARGENT WEALTH, LLCRegistered adviserother investment adviser, common control
factForm ADV
← ORLEANS CAPITAL MANAGEMENT CORPRegistered adviserother investment adviser, common control
factForm ADV
← ARGENT RETIREMENT PLAN ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (8)

← JOHN HARVIE ROEAdvisorregistration: previous registration
Dec 28, 1997 to Dec 31, 2016factForm ADV
← RONALD CHARLES DUGANAdvisorregistration: current employment
Jan 16, 2024 to presentfactForm ADV
← Jaylon Scott RodriguezAdvisorregistration: current employment
Oct 9, 2023 to presentfactForm ADV
← MYLES RICHARD LINHARESAdvisorregistration: current employment
Jul 21, 2021 to presentfactForm ADV
← KENNY LLOYD BROWN, JR.Advisorregistration: current employment
Jan 16, 2018 to presentfactForm ADV
← LAURIE MALIN HortonAdvisorregistration: previous registration
May 24, 2012 to Dec 31, 2016factForm ADV
← Lincoln AndersonAdvisorregistration: previous registration
Oct 24, 2008 to Dec 31, 2016factForm ADV
← JOEL BERNARD KANTORAdvisorregistration: previous registration
Oct 21, 1998 to Nov 23, 2005factForm ADV

Controls (5)

← ROE, JOHN, HARVIEOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← HUDSON, JERRY, L.OwnerDIRECTOR, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← BIOLCHINI, ROBERT, FREDERICKOwnerDIRECTOR/CHAIRMAN OF THE BOARD, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← BANCSHARES OF JACKSON HOLEOwnerSHAREHOLDER, ownership code D, domestic entity
Mar 30, 2012 to presentfactForm ADV
← THEAMERITRUST HOLDING COMPANYOwnerHOLDING COMPANY, ownership code E, domestic entity
Mar 30, 2012 to presentfactForm ADV

Owns (2)

← BIOLCHINI, THOMAS, AOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← LAWTON, PETER, KOwnerDIRECTOR, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cc9ac868-ac62-67a4-1394-62e6fcea6a3a
First observed: Mar 30, 2012
Last observed: Jun 28, 2012 173 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMERITRUST INVESTMENT ADVISORS INC

CRD 108589

TULSA, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cc9ac868-ac62-67a4-1394-62e6fcea6a3a

Data as of Jun 28, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:37 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LAURIE MALIN Horton

n/a

TULSA, OK

KENNY LLOYD BROWN, JR.

n/a

TULSA, OK

n/a

MYLES RICHARD LINHARES

n/a

TULSA, OK

n/a

Jaylon Scott Rodriguez

n/a

TULSA, OK

n/a

RONALD CHARLES DUGAN

Chartered Financial Analyst

TULSA, OK

JOHN HARVIE ROE

Certified Financial Planner

TULSA, OK

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BANCSHARES OF JACKSON HOLE

Shareholder

yes

08/1998

Mar 30, 2012

Jun 28, 2012

BIOLCHINI, ROBERT, FREDERICK

DIRECTOR/CHAIRMAN OF THE BOARD

yes

08/1998

Mar 30, 2012

Jun 28, 2012

HUDSON, JERRY, L.

Director

yes

08/1998

Mar 30, 2012

Jun 28, 2012

ROE, JOHN, HARVIE

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

03/1997

Mar 30, 2012

Jun 28, 2012

THEAMERITRUST HOLDING COMPANY

HOLDING COMPANY

yes

08/1998

Mar 30, 2012

Jun 28, 2012

BIOLCHINI, THOMAS, A

Director

04/2010

Mar 30, 2012

Jun 28, 2012

LAWTON, PETER, K

Director

01/2012

Mar 30, 2012

Jun 28, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AMERITRUST CORPORATION

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 30, 2012

$64.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$64.3M

n/a