AMERICAN TRUST INVESTMENT ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New Hampshire, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	260	$307.8M
Non-Discretionary	0	$0
Total	260	$307.8M

Clients

Type	Number	RAUM
Individuals	68	$31.0M
HNW Individuals	47	$97.2M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	32	$179.6M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	147
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-60454
SEC ERA File Number	801-60454
SEC CIK Numbers	1291424
SEC CRD Numbers	114439
Legal Entity Identifier	None

Principal Office

67 ETNA ROAD
SUITE 360
LEBANON
NH
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic