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INVESTRUST CONSULTING, LLC
CRD 108037File 801-55942
APPROVED
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $544,147,253 | $588,198,253 | increased by$44,051,000 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 10 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 11 | 8 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $651,628,602 | $544,147,253 | decreased by$107,481,349 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11 | 10 | decreased by1 |
| Apr 1, 2022 | Clients | 8 | 11 | increased by3 |
| Apr 1, 2022 | AUM | $842,513,062 | $651,628,602 | decreased by$190,884,460 |
| Apr 1, 2022 | Accounts | 12 | 11 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVESTRUST CONSULTING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESTRUST CONSULTING” may also match similarly-named firms). Confirm identity against each filing.
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.