| Name | Title | Ownership | Since |
|---|---|---|---|
| Cathy Ann Friday Control | Chief Financial Officer | Under 5% | 2005 |
| David Ray Carpenter Control | Chairman, Board Of Managers | Under 5% | 2021 |
| Investrust Wealth Management, LLC Control | Parent Company, Sole Member | Over 75% | 1998 |
Investrust Consulting, LLC reports $544.1 million in regulatory assets under management on its Form ADV.
Investrust Consulting, LLC reports 10 employees.
Investrust Consulting, LLC is based in Oklahoma City, OK and has been SEC-registered since 1998.
Investrust Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5100 N Classen Boulevard, Suite 620, Oklahoma City, OK 73118 |
| Phone | 405-843-7046 |
| Fax | 405-843-7058 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $36.4M |
| Non-discretionary | $507.7M |
| Total (RAUM) | $544.1M |