Data / Investment advisers / Oklahoma / Investrust Consulting, LLC
Investrust Consulting, LLC, Oklahoma City, OK: $588 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Investrust Consulting, LLC is an SEC registered investment adviser with its main office in Oklahoma City, Oklahoma and reports $588 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Investrust Consulting, LLC (CRD number 108037): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108037
- SEC file number
- 801-55942
- SEC status
- Approved, effective October 15, 1998
- Main office
- 5100 N Classen Boulevard Suite 620, Oklahoma City, OK 73118
- Phone
- (405) 843-7046
- Website
- investrustwealthmanagement.com
- Regulatory AUM
- $588,198,253 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $65,006,690
- Non discretionary AUM
- $523,191,563
- Accounts
- 10
- Employees
- 10, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $400.3 million |
| Charitable organizations | 8 | $187.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $588.2 million | March 26, 2026 |
| December 1, 2025 | $544.1 million | March 24, 2025 |
Other advisers in Oklahoma City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fourpath Capital Management, LLC | Oklahoma City | $1.06 billion | Not listed | adviserinfo.sec.gov |
| Acorn Capital Management | Oklahoma City | $893.2 million | 3 | adviserinfo.sec.gov |
| Castlepoint Wealth Advisors | Oklahoma City | $751.4 million | Not listed | adviserinfo.sec.gov |
| Plan Group Financial, Inc. | Oklahoma City | $690.3 million | Not listed | adviserinfo.sec.gov |
| Vista Investment Partners LLC | Oklahoma City | $610.6 million | Not listed | adviserinfo.sec.gov |
| Mitchell & Pahl Private Wealth | Oklahoma City | $449.9 million | Not listed | adviserinfo.sec.gov |
| Access Financial Resources Inc. | Oklahoma City | $410.6 million | Not listed | adviserinfo.sec.gov |
| Triton Financial Group, Inc | Oklahoma City | $258.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oklahoma City, OK
- Investment advisers in Oklahoma
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Investrust Consulting, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.