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PRIMETRUST ADVISORS LLC

B56
CRD 141625·SEC 801-68762·GREENVILLE, SC
AUM
$421.6M
$100M-$500M
Est. Revenue
$4.2M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRIMETRUST ADVISORS LLC
CRD
141625
SEC file #
801-68762
EIN
—
DBA names
—

Economics

AUM
$421.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$278.2M → $421.6M▲ +52%
Client mix
Individuals Other23
Pension Profit Sharing Plans6
Individuals High Net Worth3

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
GREENVILLE SC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
linkedin.com/company/primetrust-advisors(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUNT, JULIAN, GRICE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HUNT, JULIAN, GRICE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
89,699
Form 5500 Compensation Trajectory 3y
202589,699
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
89,699
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1771575
Trust Company Affiliate
No

People (2)

2
HUNT, JULIAN, GRICE
IAR · Direct Owner · 87.5%
1771575
James Pearce Hunt
IAR
7069833