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INVESTRUST CONSULTING, LLC
CRD 108037File 801-55942
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$588.2M
Above cohort median (national)
Discretionary AUM
$65.0M
Non-discretionary $523.2M
Clients
8
10 accounts
Employees
10
Above cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Oct 15, 1998
- Principal office
- 5100 N CLASSEN BOULEVARD, SUITE 620, OKLAHOMA CITY, OK, 73118
- Phone
- 405-843-7046
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $588.2M
- Discretionary AUM
- $65.0M
- Non-discretionary AUM
- $523.2M
- Discretionary accounts
- 5
- Non-discretionary accounts
- 5
- Total accounts
- 10
- AUM per client
- $73.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 8 | $187.9M |
| High net worth individuals | Fewer than 5 | $400.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- 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.