American Trust Investment Advisors, LLC
SEC RegisteredThe creation of a thousand forests is in one acorn.
About the firm
American Trust Investment Advisors is a Registered Investment Advisor operating on a fee-only structure with a singular focus on investment management. The firm partners with Charles Schwab as the custodian of client assets and provides direct access to the portfolio management team for all clients, regardless of investor size.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management including portfolio construction diversified across high-quality companies, international stocks, commodities, and investment-grade fixed income instruments; socially responsible investing with customized screening; and fee-only registered investment advisory services.
Who they serve
Individuals and institutions, including clients who wish to apply socially responsible or ethical screens to their portfolios.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of September 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. American Trust Investment Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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