RIA Intel›Advisers›Indiana›AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC.

AMERICAN TRUST INVESTMENT SERVICES ADVISORY, INC.

Advisory

WHITING, IN

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$108K
across 51 accounts
AUM per adviser
$1M
4 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$6M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
5
Assets Under Management
Total AUM$6M
Discretionary AUM$0
Non-Discretionary AUM$6M
Discretionary %0%
Total Clients51
Team
Total Employees5
Investment Advisers4
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL, IN, NC, NY, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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-90.8% 1Y
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