Investrust Consulting, LLC
● SEC registered since 1998CRD 108037SEC# 801-55942Oklahoma City, OK
Reg. AUM
$588.2M
Employees
10
Accounts
10
Location
Oklahoma City, OK
Investrust Consulting, LLC assets under management
Investrust Consulting, LLC is an investment advisory firm registered with the SEC based in Oklahoma City, OK. The firm has been registered since 1998. It reports $588.2 million in regulatory assets under management and employs 10 people.
Investrust Consulting, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cathy Ann Friday Control | Chief Financial Officer | Under 5% | 2005 |
| David Ray Carpenter Control | Chairman, Board Of Managers | Under 5% | 2021 |
| Investrust Wealth Management, LLC Control | Parent Company, Sole Member | Over 75% | 1998 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Investrust Consulting, LLC manage?
Investrust Consulting, LLC reports $588.2 million in regulatory assets under management on its Form ADV.
How many employees does Investrust Consulting, LLC have?
Investrust Consulting, LLC reports 10 employees.
Where is Investrust Consulting, LLC located?
Investrust Consulting, LLC is based in Oklahoma City, OK and has been SEC-registered since 1998.
Does Investrust Consulting, LLC disclose fund performance?
Investrust Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5100 N Classen Boulevard, Suite 620, Oklahoma City, OK 73118 |
| Phone | 405-843-7046 |
| Fax | 405-843-7058 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$588.2M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$588.2Mregulatory AUM
Discretionary $65MNon-discretionary $523.2M