Gentrust

RIASEC Registered

Total AUM

$5.2B

Discretionary

$3.9B

74% of AUM

Avg account

$3.4M

Accounts

1,527

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 158369
Registered since: October 5, 2011
Website: gentrustwm.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI96.06%
Sovereign Wealth Funds2.1%
Corporations / Businesses1.54%
Individuals0.3%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gentrust is an independent registered investment adviser organized as an LLC and registered with the SEC since 2011. The firm positions itself as a capital allocator that serves both high‑net‑worth individuals and families as well as institutional accounts. Advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements are flexible, ranging across percentage‑of‑AUM, fixed fees, and performance‑based structures. Gentrust identifies as an active ESG investor and reports activity as a single, domestically owned entity. The firm has received industry recognition in recent years, including Citywire’s 50 Growers Across America (2022) and placements on Forbes’ lists of Top RIA Firms (2022, 2024) and America’s Top RIA Firms (2023).