ITRUST ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2019

Total AUM

$212M

Discretionary

$188M

89% of AUM

Avg account

$459K

Accounts

462

Employees

Advisory reps

Firm details

Headquarters: Lexington, Kentucky
CRD number: 164193
Registered since: April 23, 2019
Custodians: LPL FINANCIAL LLC, ASCENSUS TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI50.75%
Individuals37.27%
Pension & Profit Sharing Plans11.11%
Charitable Organizations0.87%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Itrust Asset Management, LLC is an independent registered investment adviser that began SEC registration in 2019 and is owned by an individual. The firm serves a mix of individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. Investment activity is concentrated in listed equities and exchange-traded vehicles. Itrust manages portfolios on both a discretionary and non-discretionary basis and uses third-party managers for alternative real estate exposures rather than operating as a capital allocator. Mutual funds are also part of the investment toolbox alongside exchange-traded equities.