Overview
Assets Under Management: $212 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 50
Average Client Assets: $2.2 million
Frequently Asked Questions
ITRUST ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164193), ITRUST ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ITRUST ASSET MANAGEMENT, LLC is headquartered in LEXINGTON, KY.
ITRUST ASSET MANAGEMENT, LLC serves 50 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, ITRUST ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ITRUST ASSET MANAGEMENT, LLC manages $212 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, ITRUST ASSET MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.75%
Average Client Assets: $2.2 million
Total Client Accounts: 462
Discretionary Accounts: 457
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 164193
Filing ID: 2064341
Last Filing Date: 2026-03-03 14:26:42