INVESTRUST CONSULTING, LLC

RIASEC RegisteredEst. 1998

Total AUM

$588M

Discretionary

$65M

11% of AUM

Avg account

$58.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: OKLAHOMA CITY, Oklahoma
CRD number: 108037
Registered since: October 15, 1998
Website: investrustwealthmanagement.com
Custodians: INVESTRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI68.05%
Charitable Organizations31.95%
Services: Portfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Investrust Consulting, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 1998. The firm positions itself as a capital allocator for institutional clients, combining advisory and consultant roles rather than acting primarily as a discretionary portfolio manager. Ownership is reported as a mix of a domestic entity and an individual. Service offerings emphasize institutional portfolio management and advisory work: portfolio management for businesses and institutions, pension consulting, selection of sub‑advisers, plus publishing and educational programming (periodicals/newsletters and seminars/workshops). The firm charges a mix of fee types — percentage of AUM, hourly fees, fixed fees and other arrangements — and reports it is not an active ESG investor.