{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/304967#adviser","name":"ADVISORTRUST PARTNERS, LLC","alternateName":"ADVISORSTRUST PARTNERS LLC","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"304967"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-134387"}],"address":{"@type":"PostalAddress","addressLocality":"RALEIGH","addressRegion":"NC","postalCode":"27615","addressCountry":"United States"},"url":"http://www.jamesfinancialadvisors.com","description":"ADVISORTRUST PARTNERS, LLC is a Registered Investment Adviser based in RALEIGH, NC. Reports $435,290,041 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":435290041},{"@type":"PropertyValue","propertyID":"Number of accounts","value":523},{"@type":"PropertyValue","propertyID":"Employees","value":6},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/304967","https://reports.adviserinfo.sec.gov/reports/ADV/304967/PDF/304967.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-07-01T07:44:08.062Z"}}