SourcingSourcing

ITRUST ASSET MANAGEMENT, LLC

B50
CRD 164193·SEC 801-115048·LEXINGTON, KY
AUM
$211.9M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$636K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ITRUST ASSET MANAGEMENT, LLC
CRD
164193
SEC file #
801-115048
EIN
—
DBA names
—

Economics

AUM
$211.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$107.1M → $211.9M▲ +98%
Client mix
Individuals Other407
Individuals High Net Worth50
Pension Profit Sharing Plans5
Charitable Organizations1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
LEXINGTON KY
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
lpl.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CONNER, WILLIAM, BELTZHOOVER
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CONNER, WILLIAM, BELTZHOOVER
GETTLER, JOHN, FRANCIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LPL.COM
Rdap Domain Creation Date
1994-08-02T04:00:00Z
Rdap Firm Age Years
32
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy Corporate Domains, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3796
Soi Zip Pct 200k Plus
0.1989
Soi Zip Returns 200k Plus
2,520
Soi Zip Total AGI
2,073,546
Fdic Zip Total Deposits
21,711,134,000
Fdic Zip Branch Count
464
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Central Bank & Trust Co.

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Lpl Financial6
E*trade4
Fdic Zip Branches Raw
Bank One, Lexington, National AssociationLexington, KY
Bank One, Lexington, National AssociationLexington, KY
Fdic Zip HHI
829.27
Fdic Zip Top Bank Share Pct
16.14
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-08-05T22:08:34Z
Rdap Domain Last Changed
2025-08-05T22:10:20Z
Rdap Nameservers
Gold.foundationdns.comGold.foundationdns.netGold.foundationdns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,209
Returns2,810
Stub 2
AGI91,269
Returns2,470
Stub 3
AGI99,265
Returns1,610
Soi Zip Total Business Income
81,689
Soi Zip Total Cap Gains
226,338
Soi Zip Total Dividends
111,757
Soi Zip Total Returns
12,670
Top Owner CRD
2158220
Trust Company Affiliate
No

People (3)

3
STRICKLIN, JOSEPH, TODD
IAR · Direct Owner · 37.5%
2853219
CONNER, WILLIAM, BELTZHOOVER
IAR · Direct Owner · 37.5%
2158220
GETTLER, JOHN, FRANCIS
IAR · Direct Owner · 37.5%
1013865