Itrust Asset Management, LLC
Itrust Asset Management, LLC is an SEC-registered mass-market adviser in Lexington, KY with $211.9M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Itrust Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164193, SEC 801-115048, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $211.9M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- Lexington, KY
- Employees
- 4
- Clients
- 463
- CRD
- 164193
- Ownership
- GETTLER, JOHN, FRANCIS; CONNER, WILLIAM, BELTZHOOVER; STRICKLIN, JOSEPH, TODD; CONNER, WILLIAM, B
How much AUM does Itrust Asset Management, LLC have?
Itrust Asset Management, LLC reported $211.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Itrust Asset Management, LLC?
Disclosed owners and executives of Itrust Asset Management, LLC include GETTLER, JOHN, FRANCIS, CONNER, WILLIAM, BELTZHOOVER, STRICKLIN, JOSEPH, TODD, CONNER, WILLIAM, B. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.