INVESTRUST CONSULTING, LLC

OKLAHOMA CITY, Oklahoma·8 registered advisors·CRD# 108037
SEC# 801-559420405-843-7046
01

Firm Overview

AUM
$563M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING
03

Specialties

Wealth Management
04

Advisors at INVESTRUST CONSULTING, LLC

8 registered advisors
Cathy Ann Friday
OKLAHOMA CITY, Oklahoma
David Lee Thompson
OKLAHOMA CITY, Oklahoma
David Ray Carpenter
OKLAHOMA CITY, Oklahoma
David Robert Brearton
OKLAHOMA CITY, Oklahoma
Jo Ann Dickey
OKLAHOMA CITY, Oklahoma
Mark Thomas Williams
OKLAHOMA CITY, Oklahoma
Shannon Dawn Carter
OKLAHOMA CITY, Oklahoma
William Corum
OKLAHOMA CITY, Oklahoma
05

Office Locations

OKLAHOMA CITY, Oklahoma
8 advisors

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Data sourced from SEC Form ADV filings. INVESTRUST CONSULTING, LLC (CRD# 108037) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.