DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Primetrust Advisors LLC
Latest filing Mar 23, 2026
First filing on the tape Mar 7, 2012 · 26 filings
SEC status approved since Feb 12, 2008
RAUM
$422M
reported, Item 5.F
Discretionary
3.6%
of RAUM
Private clients
3.6%
$15.2M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$211M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$422M as of Mar 23, 2026
Feb 7, 2014$65.3M then
HNW client RAUM$8.9M as of Mar 23, 2026
Mar 18, 2022$1.5M then
State-registered IARs (5.B.3)2 as of Mar 23, 2026
Mar 7, 20120 then
Employees (5.A)3 as of Mar 23, 2026
Feb 21, 20135 then
Private funds: no history
RAUM +6.9% over the last fiscal year+18% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $211MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 13derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.0MderivedHNW RAUM over HNW clients
- Average account
- $7.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 3.6%derivedof RAUM
- Institutional
- 96%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.3%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$406M96%
- High-net-worth individuals$8.9M2.1%
- Individuals$6.3M1.5%
- Individual clients
- 23reported
- HNW clients
- 3reported
- Pension plan clients
- 6reported
- Charitable clients
- n/areported
- Accounts
- 56reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.04 fund_share=0.0 institutional_share=0.96 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Julian Grice Hunt | Greenville, Sc | Oct 26, 2006 | 33 y | 1 |
| James Pearce Hunt | Greenville, Sc | Aug 15, 2019 | 14 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Jason Michael Hoody to LPL Financial LLCSep 9, 2015 · Other
- Archibald Hardy to Fintrust Investment Advisory Services, LLCJan 9, 2015 · Other
Joined, latest
- Archibald Hardy from American Pensions, Inc.Dec 5, 2007 · Other
- Julian Grice Hunt from Bb&T Institutional Investment Advisers, Inc.Oct 26, 2006 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Grice Julian Hunt · Principal/Chief Compliance Officer/Membercontrolsince 08/2006 · owns 75% or more
Related persons
Schedule D 7.A
- Asset Strategy Retirement Plan Consultants, LLCinvestment advisernRAUM $116M
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Greenville, Sc · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 58 to 56Jan 8, 2026 to Mar 23, 2026
- HNW clients · 4 to 3Jan 8, 2026 to Mar 23, 2026
- Individual clients · 20 to 23Jan 8, 2026 to Mar 23, 2026
- Discretionary RAUM · $17.9M to $15.3MJan 8, 2026 to Mar 23, 2026
- HNW RAUM · $13.0M to $8.9MJan 8, 2026 to Mar 23, 2026
- Individual RAUM · $4.9M to $6.3MJan 8, 2026 to Mar 23, 2026
- Non-discretionary RAUM · $377M to $406MJan 8, 2026 to Mar 23, 2026
- Pension RAUM · $377M to $406MJan 8, 2026 to Mar 23, 2026
- RAUM · $394M to $422MJan 8, 2026 to Mar 23, 2026
- Accounts · 51 to 58Mar 21, 2024 to Feb 26, 2025
- Individual clients · 18 to 20Mar 21, 2024 to Feb 26, 2025
- Pension plan clients · 5 to 6Mar 21, 2024 to Feb 26, 2025
- Financial planning clients · 1-10 to 1-10Mar 21, 2024 to Feb 26, 2025
- Discretionary RAUM · $15.6M to $17.9MMar 21, 2024 to Feb 26, 2025
- HNW RAUM · $11.8M to $13.0MMar 21, 2024 to Feb 26, 2025
- Individual RAUM · $3.8M to $4.9MMar 21, 2024 to Feb 26, 2025
- Non-discretionary RAUM · $283M to $377MMar 21, 2024 to Feb 26, 2025
- Pension RAUM · $283M to $377MMar 21, 2024 to Feb 26, 2025
- RAUM · $299M to $394MMar 21, 2024 to Feb 26, 2025
- Accounts · 38 to 51Mar 6, 2023 to Mar 21, 2024
- HNW clients · 3 to 4Mar 6, 2023 to Mar 21, 2024
- Discretionary RAUM · $12.3M to $15.6MMar 6, 2023 to Mar 21, 2024
- HNW RAUM · $7.7M to $11.8MMar 6, 2023 to Mar 21, 2024
- Individual RAUM · $4.8M to $3.8MMar 6, 2023 to Mar 21, 2024
- Non-discretionary RAUM · $245M to $283MMar 6, 2023 to Mar 21, 2024
- Pension RAUM · $245M to $283MMar 6, 2023 to Mar 21, 2024
- RAUM · $258M to $299MMar 6, 2023 to Mar 21, 2024
- Accounts · 30 to 38Jul 28, 2022 to Mar 6, 2023
- HNW clients · 1 to 3Jul 28, 2022 to Mar 6, 2023
- Individual clients · 9 to 18Jul 28, 2022 to Mar 6, 2023
- Pension plan clients · 8 to 5Jul 28, 2022 to Mar 6, 2023
- Discretionary RAUM · $4.1M to $12.3MJul 28, 2022 to Mar 6, 2023
- HNW RAUM · $1.5M to $7.7MJul 28, 2022 to Mar 6, 2023
- Individual RAUM · $3.0M to $4.8MJul 28, 2022 to Mar 6, 2023
- Non-discretionary RAUM · $302M to $245MJul 28, 2022 to Mar 6, 2023
- Pension RAUM · $301M to $245MJul 28, 2022 to Mar 6, 2023
- RAUM · $306M to $258MJul 28, 2022 to Mar 6, 2023
- Related adviser · false to trueJul 28, 2022 to Mar 6, 2023
- Accounts · 21 to 30Mar 31, 2021 to Mar 18, 2022
- HNW clients · unset to 1.0Mar 31, 2021 to Mar 18, 2022
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/PRIMETRUST-ADVISORSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- PRIMETRUSTADVISORS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 864-552-4020reportedpublic record, Form ADV, Mar 23, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $211Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026