Advisors Trust Planning and Investment Company

Public records do not identify named principals or a controlling owner for the firm. The company is registered as a corporation in Florida, and its leadership is not disclosed on its website or in accessible regulatory filings. Investors seeking governance details must request them directly from the firm.

The firm offers financial planning, investment management, and insurance services. Its investment management focuses on building customized portfolios across asset classes such as equities, fixed income, and mutual funds, with a risk-adjusted approach tailored to client objectives. Insurance planning typically includes life, health, and long-term care strategies to complement the wealth plan.

Based on its name and regulatory registrations, the firm operates as a corporation (likely an S corporation or C corporation) registered with the Florida Secretary of State. It holds registration as a registered investment advisor with either the SEC or state regulatory authority, implying it complies with fiduciary standards under the Investment Advisers Act of 1940.

The firm does not publish a current AUM figure on its website or in public filings accessible through standard databases. This level of transparency is common among smaller or closely held RIAs. Prospective clients or counterparties must request AUM directly from the firm.

While the firm is headquartered in Tampa, Florida, and serves clients across the state, its website does not define a specific geographic footprint. Based on the nature of its advisory practice, the client base is likely concentrated in Florida, with possible national reach through electronic communications and remote advisory services.