{ "crd_number": 132542, "slug": "intrust-advisors-inc-tampa-fl-132542", "primary_business_name": "INTRUST ADVISORS, INC.", "legal_name": "INTRUST ADVISORS, INC.", "dbas": [], "city": "Tampa", "state": "FL", "country": "United States", "cbsa_code": "45300", "metro": { "cbsa_code": "45300", "common_name": "Tampa", "msa_name": "Tampa-St. Petersburg-Clearwater, FL", "path": "/advisors/fl/tampa" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "1998-05-29", "years_registered": 28, "period": "2026-10-01", "filing_date": "2026-03-09", "carried_forward": false, "raum_total": 11420892.0, "raum_discretionary": 11420892.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 2, "advisory_employees": 2, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 5826693.0, "count": 21 }, "high_net_worth_individuals": { "raum": 5594199.0, "count": 7 } }, "compensation_types": [ "fixed", "hourly", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 3, "states_registered": [ "FL" ], "websites": [ "https://intrustadvisors.com", "https://linkedin.com/COMPANY/INTRUST-ADVISORS-INC", "https://x.com/INTRUSTADVISORS" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132542", "disclosure_items": [ { "item": "11.D(1)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?" }, { "item": "11.D(2)", "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?" }, { "item": "11.D(4)", "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?" } ], "city_as_filed": "TAMPA", "url": "https://advisorcensus.com/firm/intrust-advisors-inc-tampa-fl-132542", "display_name": "Intrust Advisors, Inc.", "summary": "Intrust Advisors, Inc. is a state-registered investment advisory firm in Tampa, FL, registered since 1998, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.", "citation": "AdvisorCensus. Intrust Advisors, Inc. (CRD 132542): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Intrust Advisors, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Intrust Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "Where is Intrust Advisors, Inc. located?", "a": "Intrust Advisors, Inc.'s principal office is in Tampa, FL, according to its Form ADV." }, { "q": "Is Intrust Advisors, Inc. registered with the SEC or a state?", "a": "Intrust Advisors, Inc. is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 132542." }, { "q": "How much does Intrust Advisors, Inc. manage?", "a": "Intrust Advisors, Inc. reports $11,420,892 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary)." }, { "q": "What types of clients does Intrust Advisors, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (7)." }, { "q": "Does Intrust Advisors, Inc. report any disciplinary disclosures?", "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132542" }, { "q": "What changed in Intrust Advisors, Inc.'s recent Form ADV filings?", "a": "In the October 2026 filing data: No longer registered or notice-filed in NM." } ], "filing_history": [], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "No longer registered or notice-filed in NM." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/intrust-advisors-inc-tampa-fl-132542.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 21, "fewer_than_5": false, "raum": 5826693.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 7, "fewer_than_5": false, "raum": 5594199.0 } ], "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/132542", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }