Investrust Consulting, LLC
Firm details
- Headquarters
- Oklahoma City, Oklahoma
- CRD number
- 108037
- Registered since
- October 15, 1998
- Custodians
- INVESTRUST
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI68.05%
- Charitable Organizations31.95%
- Services
- Portfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Investrust Consulting, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 1998. The firm positions itself as a capital allocator for institutional clients, combining advisory and consultant roles rather than acting primarily as a discretionary portfolio manager. Ownership is reported as a mix of a domestic entity and an individual. Service offerings emphasize institutional portfolio management and advisory work: portfolio management for businesses and institutions, pension consulting, selection of sub‑advisers, plus publishing and educational programming (periodicals/newsletters and seminars/workshops). The firm charges a mix of fee types — percentage of AUM, hourly fees, fixed fees and other arrangements — and reports it is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents30%
- Exchange Traded Equities23%
Owners & executives
3 of 3
Cathy Friday
Chief Financial OfficerCRD 6174237

Mark Williams
President, CEO & CIOCRD 4658023

Shannon Carter
Chief Compliance OfficerCRD 5345182
Contacts
3 of 8
Jacob Janzen
Investment AssociateCRD 7496211
William Corum
Board of ManagersCRD 7353398
Jo Ann Dickey
Board of ManagersCRD 7353400
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oklahoma City, OK
Oklahoma
Location
Oklahoma City, OK
Headquartered in Oklahoma City, OK, anchoring the Oklahoma City-Shawnee, OK metro in the South.
- Metro area
- Oklahoma City-Shawnee, OK
- Region
- South
- County
- Oklahoma
- Address
- 5100 N Classen Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Vista Investment Partners LLC
RIAOklahoma City, OK
Plan Group Financial, Inc.
RIAOklahoma City, OK
Castlepoint Wealth Advisors
RIAOklahoma City, OK
Mitchell & Pahl Private Wealth
RIAOklahoma City, OK
Access Financial Resources Inc.
RIAOklahoma City, OK
Acorn Capital Management
RIAOklahoma City, OK