# Entrust Investment Services, Inc

> Entrust Investment Services, Inc is an SEC-registered investment advisory firm in Campbell, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 324860
- Filed as: ENTRUST INVESTMENT SERVICES, INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Campbell, CA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324860
- AdvisorCensus page: https://advisorcensus.com/firm/entrust-investment-services-inc-campbell-ca-324860

## Quick answers

**How is Entrust Investment Services, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Entrust Investment Services, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Entrust Investment Services, Inc located?**
Entrust Investment Services, Inc's principal office is in Campbell, CA, according to its Form ADV.

**Is Entrust Investment Services, Inc registered with the SEC or a state?**
Entrust Investment Services, Inc is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 324860.

**How much does Entrust Investment Services, Inc manage?**
Entrust Investment Services, Inc reports $141,061,839 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (99% discretionary).

**How have Entrust Investment Services, Inc's assets and staff changed since 2024?**
In the Form ADV data for Entrust Investment Services, Inc: Regulatory assets under management: $91,572,146 in the October 2024 data and $141,061,839 in the October 2026 data, up 54%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Entrust Investment Services, Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (122); high net worth individuals (44); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Which custodians does Entrust Investment Services, Inc use?**
Entrust Investment Services, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists American Funds, Assetmark Brokerage, LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Entrust Investment Services, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324860

**What changed in Entrust Investment Services, Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $118,318,151 to $141,061,839 (+19%). Registered or notice-filed in CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- American Funds
- Assetmark Brokerage, LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $141,061,839
- Discretionary: $139,081,352
- Non-discretionary: $1,980,487

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 122 | $41,255,871 |
| High net worth individuals | 44 | $98,490,113 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $1,315,855 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, MI, NH, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- coeusfinancial.com
- entrustinv.com
- financialresourceacademy.org
- Facebook @CoeusFinancial
- Facebook @entrustinv
- Facebook @financialresourceacademy
- Instagram @financialresourceacademy
- LinkedIn @coeus-financial
- LinkedIn @entrustinv

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $91,572,146 | 3 | April 1, 2024 |
| October 2025 | $118,318,151 | 3 | March 27, 2025 |
| October 2026 | $141,061,839 | 3 | March 6, 2026 |

Regulatory assets under management: $91,572,146 in the October 2024 data and $141,061,839 in the October 2026 data, up 54%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $118,318,151 to $141,061,839 (+19%).
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Entrust Investment Services, Inc (CRD 324860): Form ADV filing data as of October 2026.