INVESTRUST CONSULTING, LLC

CRD 108037 · SEC 801-55942

Visit website

5100 N CLASSEN BOULEVARD, SUITE 620, OKLAHOMA CITY, OK, 73118, United States

Phone

405-843-7046

Fax

405-843-7058

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$588.2M

Discretionary AUM

$65.0M

Team

10 total employees; 8 advisory reps; 2 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

Services

Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsBOOK KEEPING, INVESTMENT CONSULTING SERVICES INCLUDING ASSET ALLOCATION STRATEGY, INVESTMENT OBJECTIVES, PERFORMANCE MEASUREMENT

Client types

Type	Clients	AUM
Charitable organizations	8	$187.9M

States served

OK, TX

All web addresses on file

HTTP://WWW.INVESTRUSTWEALTHMANAGEMENT.COM/CONSULTING

Official SEC filing: View on IAPD