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Ameritrust Investment Advisors Inc

Ameritrust Investment Advisors Inc is a RIA based in Tulsa, OK with $64M in AUM and with 9 advisors nationwide.

Advisors (9)

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Name Start Date
Biolchini, Robert, Frederick Aug 1998
Biolchini, Thomas, A Apr 2010
Charlene Rae Scoles Scoles Jul 2012
Gary Rendall Pierce Jan 2005
Hudson, Jerry, L. Aug 1998
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$64.3M
Total Assets
430
Accounts
$149.6K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart
  •   Theameritrust Holding Company (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
John Harvie Roe President/Chief Compliance Officer 03/01/1997
Hudson, Jerry, L. Director 08/01/1998
Biolchini, Robert, Frederick Director/Chairman of The Board 08/01/1998
Biolchini, Thomas, A Director 04/01/2010
Lawton, Peter, K Director 01/01/2012

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
4111 S Darlington Ste 450
Tulsa , OK 74135
Phone Number: (918)610-8080

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Other: FINANCIAL PLANNING FEES ARE CALCULATED ON A % OF NET WORTH.