RIA Intel›Advisers›Colorado›PUBLIC TRUST ADVISORS, LLC

PUBLIC TRUST ADVISORS, LLC

Institutional

N·DENVER, CO

Data as of Jan 21, 2026 · Source: SEC Form ADV

Total AUM

$94.2B

1-Year AUM Growth

0.0%

3-Year CAGR

+14.6%

Employees

13

Assets Under Management

Total AUM$94.2B

Discretionary AUM$89.9B

Non-Discretionary AUM$4.3B

Discretionary %95.4%

Total Clients86

Team

Total Employees13

Investment Advisers93

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record33

First FilingSep 28, 2011

Latest FilingJan 21, 2026

🔒 Full AUM trend chart and 33 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PUBLIC TRUST ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.