Entrust Investment Services, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Campbell, CA. Its latest Form ADV filing, dated March 6, 2026, reports $141M in regulatory assets under management, 3 employees, 1 office, and 431 accounts.
Assets Under Management
$141M
Employees
3
Offices
1 office
Total Clients
170
Primary office
CAMPBELL, CA
1901 S BASCOM AVENUE, SUITE 1150, CAMPBELL, CA, United States
Top client segmentIndividuals represent 71.8% of total clients.
Top client categories% of clientsClients
1
Individuals
71.8%
122
2
HNWI
25.9%
44
3
Pension Plans
2.4%
4
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$141Mas of March 6, 2026
Discretionary98.6%
$139M
99% of total RAUM98.6%
Non-discretionary1.4%
$2M
1% of total RAUM1.4%
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.
Total AUM$141M
Total Accounts431
10Y AUM Change+$27M (+23.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee57:1
10Y Employee Change0 (0.0%)
* 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.