{
  "crd_number": 108037,
  "slug": "investrust-consulting-llc-oklahoma-city-ok-108037",
  "primary_business_name": "INVESTRUST CONSULTING, LLC",
  "legal_name": "INVESTRUST CONSULTING, LLC",
  "dbas": [],
  "city": "Oklahoma City",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "36420",
  "metro": {
    "cbsa_code": "36420",
    "common_name": "Oklahoma City",
    "msa_name": "Oklahoma City, OK",
    "path": "/advisors/ok/oklahoma-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1998-10-15",
  "years_registered": 27,
  "period": "2026-10-01",
  "filing_date": "2026-03-26",
  "carried_forward": false,
  "raum_total": 588198253.0,
  "raum_discretionary": 65006690.0,
  "raum_non_discretionary": 523191563.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 187930632.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 400267621.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OK",
    "TX"
  ],
  "websites": [
    "https://investrustwealthmanagement.com/CONSULTING"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108037",
  "city_as_filed": "OKLAHOMA CITY",
  "url": "https://advisorcensus.com/firm/investrust-consulting-llc-oklahoma-city-ok-108037",
  "display_name": "Investrust Consulting, LLC",
  "summary": "Investrust Consulting, LLC is an SEC-registered investment advisory firm in Oklahoma City, OK, registered since 1998, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 26, 2026.",
  "citation": "AdvisorCensus. Investrust Consulting, LLC (CRD 108037): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Investrust Consulting, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Investrust Consulting, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Investrust Consulting, LLC located?",
      "a": "Investrust Consulting, LLC's principal office is in Oklahoma City, OK, according to its Form ADV."
    },
    {
      "q": "Is Investrust Consulting, LLC registered with the SEC or a state?",
      "a": "Investrust Consulting, LLC is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 108037."
    },
    {
      "q": "How much does Investrust Consulting, LLC manage?",
      "a": "Investrust Consulting, LLC reports $588,198,253 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (11% discretionary)."
    },
    {
      "q": "How have Investrust Consulting, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Investrust Consulting, LLC: Regulatory assets under management: $842,513,062 in the October 2021 data and $588,198,253 in the October 2026 data, down 30%. Total employees: 11 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Investrust Consulting, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: charitable organizations (8)."
    },
    {
      "q": "Which custodians does Investrust Consulting, LLC use?",
      "a": "Investrust Consulting, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Investrust (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Investrust Consulting, LLC report any disciplinary disclosures?",
      "a": "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/108037"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 842513062.0,
      "total_employees": 11,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 651628602.0,
      "total_employees": 11,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 522558270.0,
      "total_employees": 10,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 562737100.0,
      "total_employees": 9,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 544147253.0,
      "total_employees": 10,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 588198253.0,
      "total_employees": 10,
      "filing_date": "2026-03-26"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Investrust",
      "name_as_filed": "INVESTRUST",
      "affiliated": true
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/investrust-consulting-llc-oklahoma-city-ok-108037.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 400267621.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 187930632.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/108037",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}