Ameritrust Capital Management Ltd

Ameritrust Capital Management Ltd (CRD# 106378) is a financial advisory firm headquartered in Santa Ynez, CA. They manage $64,960,335 in 183 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $354,975
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Ameritrust Capital Management Ltd
Showing 1 - 2 of 2 top financial advisors.
1
Mark J. Kavaloski
CRD#: 2474248
3568 Sagunto St, West Wing, P.o. Box 900, Santa Ynez, CA 93460
98
Wealthminder
score
Mark Kavaloski (CRD# 2474248) is an Investment Advisor Representative working at Ameritrust Capital Management Ltd in Santa Ynez, CA and has over 21 years of experience in the finance industry.
2
John G. Grelck
CRD#: 3183996
3568 Sagunto St. West Wing, P.o. Box 900, Santa Ynez, CA 93460
96
Wealthminder
score

John Grelck (CRD# 3183996) is an Investment Advisor Representative working at Ameritrust Capital Management Ltd in Santa Ynez, CA and has over 18 years of experience in the finance industry. John Grelck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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