← Directory
ENTRUST INVESTMENT SERVICES, INC
CRD 324860File 801-127318
APPROVED
Retail clients
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$141.1M
Bottom 25% of cohort (national)
Discretionary AUM
$139.1M
Non-discretionary $2.0M
Clients
170
431 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 16, 2024
- Principal office
- 1901 S BASCOM AVENUE, SUITE 1150, CAMPBELL, CA, 95008
- Phone
- 408-429-8444
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $141.1M
- Discretionary AUM
- $139.1M
- Non-discretionary AUM
- $2.0M
- Discretionary accounts
- 427
- Non-discretionary accounts
- 4
- Total accounts
- 431
- AUM per client
- $830K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $98.5M |
| Pension and profit sharing plans | Fewer than 5 | $1.3M |
| Individuals (other than high net worth individuals) | 122 | $41.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- 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.