OKLAHOMA CITY, OKCRD 108037Latest ADV March 26, 2026
Investrust Consulting, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oklahoma City, OK. Its latest Form ADV filing, dated March 26, 2026, reports $588M in regulatory assets under management, 10 employees, and 10 accounts.
Assets Under Management
$588M
Employees
10
Offices
--
Total Clients
8
Primary office
OKLAHOMA CITY, OK
5100 N CLASSEN BOULEVARD, SUITE 620, OKLAHOMA CITY, OK, United States
Top client segmentCharitable represent 100.0% of total clients.
Top client categories% of clientsClients
1
Charitable
100.0%
8
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$588Mas of March 26, 2026
Discretionary11.1%
$65M
11% of total RAUM11.1%
Non-discretionary88.9%
$523M
89% of total RAUM88.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$588M
Total Accounts10
10Y AUM Change$-47M (-7.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee1:1
10Y Employee Change-2 (-16.7%)
* 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.