Itrust Asset Management, LLC
● SEC registered since 2019CRD 164193SEC# 801-115048Lexington, KY
Reg. AUM
$211.9M
Employees
4
Accounts
462
Location
Lexington, KY
Itrust Asset Management, LLC assets under management
Itrust Asset Management, LLC is an investment advisory firm registered with the SEC based in Lexington, KY. The firm has been registered since 2019. It reports $211.9 million in regulatory assets under management and employs 4 people.
Itrust Asset Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Francis Gettler Control | Managing Member | 25-50% | 2012 |
| Joseph Todd Stricklin Control | Managing Member And Chief Compliance Officer | 25-50% | 2012 |
| William Beltzhoover Conner Control | Managing Member | 25-50% | 2012 |
Frequently asked questions
How much does Itrust Asset Management, LLC manage?
Itrust Asset Management, LLC reports $211.9 million in regulatory assets under management on its Form ADV.
How many employees does Itrust Asset Management, LLC have?
Itrust Asset Management, LLC reports 4 employees.
Where is Itrust Asset Management, LLC located?
Itrust Asset Management, LLC is based in Lexington, KY and has been SEC-registered since 2019.
Does Itrust Asset Management, LLC disclose fund performance?
Itrust Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3320 Tates Creek Road, Suite 100, Lexington, KY 40502 |
| Phone | 859-425-1222 |
| Fax | 859-425-1221 |
| Office hours | 9:00a.m.-4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$211.9M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$211.9Mregulatory AUM
Discretionary $188.4MNon-discretionary $23.6M