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INTRACK INVESTMENT MANAGEMENT, INC.
CRD 106450File 801-79488
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$275.7M
Below cohort median (national)
Discretionary AUM
$275.7M
Clients
189
590 accounts
Employees
4
Below cohort median in VT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 21, 2014
- Principal office
- 1233 SHELBURNE ROAD, SUITE D-6B, SOUTH BURLINGTON, VT, 05403
- Phone
- 802-658-0625
- Website
- HTTP://WWW.INTRACKINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $275.7M
- Discretionary AUM
- $275.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 590
- Non-discretionary accounts
- 0
- Total accounts
- 590
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.0M |
| Charitable organizations | Fewer than 5 | $30.9M |
| High net worth individuals | 56 | $176.2M |
| State or municipal government entities | Fewer than 5 | $298K |
| Individuals (other than high net worth individuals) | 133 | $66.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — NEGOTIATED FEE STRUCTURE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.