# Advisors Trust Planning and Investment Company

Advisors Trust Planning and Investment Company is a RIA based in Naples, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Naples, United States
- **Region:** North America
- **Address:** Tampa, Florida, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** advisorstrust.com
- **LinkedIn:** https://www.linkedin.com/company/advisors-trust-planning-and-investment-company

## Regulatory record

- **CRD number:** 142282
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142282

## About

ADVISORS TRUST PLANNING AND INVESTMENT COMPANY is a state-registered investment adviser in NAPLES, FL. The firm manages approximately $16 million in regulatory assets. It has 3 employees and 1 investment adviser.

## Sectors

- Financial Services
- Wealth Management
- Retirement Planning
- Insurance

## Questions

### Who controls 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.

### Does Advisors Trust Planning and Investment Company disclose its AUM?

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.

## Related profiles

- [Holcombe Financial](https://altss.com/profile/holcombe-financial-inc)
- [Lifetime Financial](https://altss.com/profile/lifetime-financial)

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Last updated: 2026-07-09T00:56:38.085Z

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