Intrack Investment Management, Inc.
- Regulatory AUM
- $276M
- Discretionary
- $276M
- Clients
- 189
- Avg AUM / client
- $1.5M
- Accounts
- 590
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 133 | $66.4M | 24.1% |
| High net worth individuals | 56 | $176M | 63.9% |
| Charitable organizations | Fewer than 5 clients | $30.9M | 11.2% |
| State or municipal government entities | Fewer than 5 clients | $298K | 0.11% |
| Corporations and other businesses | Fewer than 5 clients | $2.0M | 0.72% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Myron R Sopher | Managing Partner, President | Jan 1992 (35y) | 75% or more | |
| Sopher, Lenore, Salemme | Treasurer/Secretary | Dec 2003 (23y) | Less than 5% | |
| Matthew D. Johnson | Partner And Portfolio Manager | CFA | Feb 2007 (19y) | 10% – 25% |
| Brett Carter Peltzer | Partner | CFA | Dec 2015 (11y) | Less than 5% |
| Brandon David Tieso | Chief Compliance Officer | CFP | Feb 2024 (3y) | Less than 5% |
| Matthew S Sopher | Registered representative | May 2024 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 952 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
- • Other fees
- • NEGOTIATED FEE STRUCTURE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $269M (98% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗