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Firm profile

Intrack Investment Management, Inc..

SOUTH BURLINGTON, VTCRD 106450Latest ADV March 24, 2026

Intrack Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in South Burlington, VT. Its latest Form ADV filing, dated March 24, 2026, reports $276M in regulatory assets under management, 4 employees, 1 office, and 590 accounts.

Assets Under Management
$276M
Employees
4
Offices
1 office
Total Clients
189
Primary office
SOUTH BURLINGTON, VT
1233 SHELBURNE ROAD, SUITE D-6B, SOUTH BURLINGTON, VT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMyron R. Sopher

Advisory services offered

5 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

5 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 70.4% of total clients.
Top client categories% of clientsClients
1
Individuals
70.4%
133
2
HNWI
29.6%
56
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$276Mas of March 24, 2026
Discretionary100.0%
$276M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$276M
Total Accounts590
10Y AUM Change+$131M (+90.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee47:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.