Investrust Consulting, LLC
Investrust Consulting, LLC is an SEC-registered ria in Oklahoma City, OK with $588.2M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Investrust Consulting, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108037, SEC 801-55942, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $588.2M (2026-03-26)
- Firm type
- Ria
- Location
- Oklahoma City, OK
- Employees
- 10
- Clients
- 8
- CRD
- 108037
- Ownership
- AMERICAN FIDELITY CORPORATION; WILKERSON, WENDY, LYNN; CARTER, SHANNON, DAWN; MCGUIRE, MATTHEW, R.; ASC HOLDING, LLC
How much AUM does Investrust Consulting, LLC have?
Investrust Consulting, LLC reported $588.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Investrust Consulting, LLC?
Disclosed owners and executives of Investrust Consulting, LLC include AMERICAN FIDELITY CORPORATION, WILKERSON, WENDY, LYNN, CARTER, SHANNON, DAWN, MCGUIRE, MATTHEW, R., ASC HOLDING, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.