RIA Intel›Advisers›North Carolina›TRUSTTREE FINANCIAL LLC

TRUSTTREE FINANCIAL LLC

Advisory

HUNTERSVILLE, NC

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in NC

#446

of 516 advisers by AUM

Average account

$195K

across 400 accounts

AUM per adviser

$39M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$78M

Discretionary %

100%

Clients

150

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$78M

Discretionary AUM$78M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients150

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, NC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

150 clients

50 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

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

SJK INVESTMENT MANAGEMENT LLC

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+16.9% 1Y

PRESERVE WEALTH MANAGEMENT, LLC

$78M

HUTCHINS CANNING & COMPANY PA

KITTY HAWK, NC

$78M

HERITAGE CAPITAL PARTNERS,INC.

CHARLOTTE, NC

$78M

-27.9% 1Y

FORTIS WEALTH MANAGEMENT LLC

BOONE, NC

$79M

PRAGMATIC PORTFOLIOS, LLC

$79M

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