Wealth Manager
    SEC Registered

    Investrust Consulting, LLC

    Registered investment advisor · Oklahoma City, Oklahoma · CRD #108037

    Assets Under Management
    $588M
    Client Accounts
    10
    Employees
    10
    CRD Number
    108037
    Registration
    SEC Registered
    Custodian
    Investrust

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Investrust Consulting, LLC

    InvesTrust Consulting, LLC is an SEC-registered investment advisor founded in 1998, offering personalized, independent financial plans with a focus on ethics and stability. The firm has its main office in Oklahoma City, OK, and employs 11-50 staff.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Investrust Consulting, LLC's AUM?

    Investrust Consulting, LLC reports approximately $588M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Investrust Consulting, LLC headquartered?

    Investrust Consulting, LLC is headquartered in Oklahoma City, Oklahoma.

    What is Investrust Consulting, LLC's CRD number?

    Investrust Consulting, LLC's CRD number is 108037. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Investrust Consulting, LLC manage?

    Investrust Consulting, LLC manages approximately 10 client accounts according to its latest SEC filing.

    Is Investrust Consulting, LLC SEC registered?

    Yes, Investrust Consulting, LLC is registered with the SEC as an investment adviser with an approved registration status.

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