Investrust Consulting, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 108037
· SEC file 801-55942
· Oklahoma City, OK
· WWW.INVESTRUSTWEALTHMANAGEMENT.COM
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $588M
- Discretionary
- $65.0M
- Clients
- 8
- Avg AUM / client
- $73.5M
- Accounts
- 10
- Employees
- 10
AUM over time
$523M
$4.3B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $400M | 68.0% |
| Charitable organizations | 8 | $188M | 32.0% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Friday, Cathy, Ann | Chief Financial Officer | Oct 2005 (21y) | Less than 5% | |
| Cameron, Lynda, Lee | Trustee | Dec 2006 (20y) | GP / trustee / elected manager of Llc Trust B 2 Nd (indirect) | |
| Cameron, William, Martyn | Trustee | Dec 2006 (20y) | GP / trustee / elected manager of Wmc Trust B 2 Nd (indirect) | |
| Shannon Dawn Carter | Chief Compliance Officer | CFP | Sep 2007 (19y) | Less than 5% |
| Mark Thomas Williams | President, Chief Executive Officer, And Chief Investment Officer | CFA | Mar 2013 (13y) | Less than 5% |
| Carpenter, David, Ray | Chairman, Board Of Managers | Jan 2021 (6y) | Less than 5% | |
| Corum, William | Board Of Managers | Jan 2021 (6y) | Less than 5% | |
| Dickey, Jo Ann | Board Of Managers | Jan 2021 (6y) | Less than 5% | |
| Daniel Peter Junkin | Registered representative | Sep 2007 (19y) | ||
| Andrew William Hood | Registered representative | Mar 2015 (11y) | ||
| Gregory Franklin Baum | Registered representative | CFA | Nov 2017 (9y) | |
| Garrett Scott Johnson | Registered representative | Jan 2025 (2y) | ||
| Jacob Alexander Janzen | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Investrust Wealth Management, Llc | Parent Company, Sole Member | Sep 1998 | A | 75% or more |
| American Fidelity Corporation | Member | Sep 1988 | B | ≈ 56.25% – 100% via Investrust Wealth Management, Llc |
| Cameron Enterprises A Limited Partnership | Shareholder | Dec 1985 | B | ≈ 42.19% – 100% via American Fidelity Corporation |
| Cameron Associates | Sole General Partner | Oct 1999 | B | ≈ 31.64% – 100% via Cameron Enterprises A Limited Partnership |
| Wmc Trust B 2 Nd | Limited Partner | Dec 2006 | B | ≈ 10.55% – 50% via Cameron Enterprises A Limited Partnership |
| Llc Trust B 2 Nd | Limited Partner | Dec 2006 | B | ≈ 10.55% – 50% via Cameron Enterprises A Limited Partnership |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- American Fidelity Corporation: 75% – 100% of Investrust Wealth Management, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Cameron Enterprises A Limited Partnership: 75% – 100% of American Fidelity Corporation × 75% – 100% of Investrust Wealth Management, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Cameron Associates: 75% – 100% of Cameron Enterprises A Limited Partnership × 75% – 100% of American Fidelity Corporation × 75% – 100% of Investrust Wealth Management, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Wmc Trust B 2 Nd: 25% – 50% of Cameron Enterprises A Limited Partnership × 75% – 100% of American Fidelity Corporation × 75% – 100% of Investrust Wealth Management, Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Llc Trust B 2 Nd: 25% – 50% of Cameron Enterprises A Limited Partnership × 75% – 100% of American Fidelity Corporation × 75% – 100% of Investrust Wealth Management, Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
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) | 03/26/2026 | 1.25 MB | 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
- • Other fees
- • PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Investrust $182M (31% 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 26, 2026.
View current Form ADV (SEC/IAPD) ↗