SourcingSourcing

INVESTRUST CONSULTING, LLC

B52
CRD 108037·SEC 801-55942·OKLAHOMA CITY, OK
AUM
$588.2M
$500M-$1B
Est. Revenue
$5.9M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESTRUST CONSULTING, LLC
CRD
108037
SEC file #
801-55942
EIN
—
DBA names
—

Economics

AUM
$588.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$655.0M → $588.2M▼ -10%
Client mix
Charitable Organizations8

Operations

Employees (total)
10
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
9 advisors → 8 advisors▼ -11%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitymedium confidence
Services offered
Portfolio mgmt — businessesPension consultingSelection of other advisersPublication of periodicals
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
investrustwealthmanagement.com/consulting

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INVESTRUST WEALTH MANAGEMENT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
INVESTRUST WEALTH MANAGEMENT, LLC
CARPENTER, DAVID, RAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INVESTRUSTWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2016-09-06T19:46:08Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Window
Fidelity2
Full
Fidelity8
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-10-05T11:59:59Z
Rdap Domain Last Changed
2025-10-06T16:47:30Z
Rdap Nameservers
Ns55.domaincontrol.comNs56.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (11)

11
CARTER, SHANNON, DAWN
IAR · Executive Officer · 2.5%
5345182
WILLIAMS, MARK, THOMAS
IAR · Executive Officer · 2.5%
4658023
DAVID RAY CARPENTER
Executive Officer · 2.5%
1697710
Corum, William
Executive Officer · 2.5%
7353398
DICKEY, JO ANN
Executive Officer · 2.5%
7353400
FRIDAY, CATHY, ANN
Executive Officer · 2.5%
6174237
Garrett Scott Johnson
IAR
8037536
ANDREW WILLIAM HOOD
IAR
2092356
Gregory Franklin Baum
IAR
6878908
DANIEL PETER JUNKIN
IAR
5346064
Jacob Alexander Janzen
IAR
7496211