Entrust Investment Services, Inc
- Regulatory AUM
- $141M
- Discretionary
- $139M
- Clients
- 170
- Avg AUM / client
- $830K
- Accounts
- 431
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 06, 2026
Asset allocation (SMA assets by investment type)
as of Mar 06, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 122 | $41.3M | 29.2% |
| High net worth individuals | 44 | $98.5M | 69.8% |
| Pension and profit sharing plans | 4 | $1.3M | 0.93% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kyle Jackson Mccauley | Chief Compliance Officer | Jan 2023 (4y) | 50% – 75% | |
| Roberto Antonio Trejo | Managing Member | Apr 2023 (3y) | 50% – 75% |
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) | 03/06/2026 | 1.23 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- TD Ameritrade $42.6M (37% of AUM) Aug 2023
- Capital Research And Management Company $2.3M (2% of AUM) Mar 2026
- Assetmark Brokerage, Llc $1.6M (1% 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 06, 2026.
View current Form ADV (SEC/IAPD) ↗