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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INTRACK INVESTMENT MANAGEMENT, INC.

CRD 106450

SOUTH BURLINGTON, VT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d0f39f9-d96e-bac2-ea37-497fd261001f

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Feb 7, 2012 to Mar 24, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $276MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $276M
Private client RAUM: $243MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $68.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 590
Individual clients: 133
High net worth clients: 56
SEC number: 801-79488
CIK: 1847343
CRD: 106450
Filings on the tape: 27
First filed: Feb 7, 2012
Latest filed: Mar 24, 2026
Organised: Corporation, VT
Website: intrackinvest.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MYRON R SOPHER	n/a	SOUTH BURLINGTON, VT	31	30	n/a	no
MATTHEW D. JOHNSON	Chartered Financial Analyst	SOUTH BURLINGTON, VT	19	19	n/a	no
BRETT CARTER PELTZER	Chartered Financial Analyst	SOUTH BURLINGTON, VT	10	21	1	no
MATTHEW S SOPHER	n/a	SOUTH BURLINGTON, VT	2	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JOHNSON, MATTHEW, D.	PARTNER AND PORTFOLIO MANAGER	B	yes	03/2015	Mar 30, 2015	Mar 1, 2024
PELTZER, BRETT, CARTER	Partner	Na	yes	12/2015	Dec 10, 2015	Mar 1, 2024
SOPHER, MYRON, R	MANAGING PARTNER, PRESIDENT	E	yes	01/1992	Feb 7, 2012	Mar 1, 2024
Tieso, Brandon, David	CHIEF COMPLIANCE OFFICER	Na	yes	02/2024	Mar 1, 2024	Mar 1, 2024
SOPHER, LENORE, SALEMME	TREASURER/SECRETARY	Na	no	12/2003	Feb 7, 2012	Mar 1, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Norwich	Vt	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$276M	$276M	4	4	1	n/a	n/a
2024	Mar 10, 2025	$286M	$286M	5	5	1	n/a	n/a
2023	Mar 1, 2024	$264M	$263M	5	3	1	n/a	n/a
2022	Mar 3, 2023	$207M	$206M	6	4	1	n/a	n/a
2021	Mar 21, 2022	$247M	$246M	5	4	1	n/a	n/a
2020	Mar 10, 2021	$203M	$205,540	4	3	1	n/a	n/a
2019	Mar 17, 2020	$181M	$180M	4	3	1	n/a	n/a
2018	Mar 5, 2019	$158M	$157M	4	3	1	n/a	n/a
2017	Mar 21, 2018	$165M	$164M	4	3	1	n/a	n/a
2016	Mar 29, 2017	$145M	$144M	4	3	n/a	n/a	n/a
2015	Feb 2, 2016	$144M	$143M	4	3	n/a	n/a	n/a
2014	Mar 30, 2015	$101M	$101M	2	2	n/a	n/a	n/a
2013	Mar 26, 2014	$104M	$104M	2	2	n/a	n/a	n/a
2011	Feb 7, 2012	$79.2M	$78.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	25.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$276M	$286M	-3.7%	$207M	10.0%	4	5	1	1

Relationships

Registered with (5)

← MATTHEW S SOPHERAdvisorregistration: current employment
May 22, 2024 to presentfactForm ADV
← BRETT CARTER PELTZERAdvisorregistration: current employment
Dec 28, 2015 to presentfactForm ADV
← MATTHEW D. JOHNSONAdvisorregistration: current employment
Feb 12, 2007 to presentfactForm ADV
← MYRON R SOPHERAdvisorregistration: current employment
Feb 16, 1995 to presentfactForm ADV
← Brandon David TiesoAdvisorregistration: previous registration
Mar 7, 2025 to Feb 27, 2026factForm ADV

Controls (4)

← PELTZER, BRETT, CARTEROwnerPARTNER, ownership code NA, individual
Dec 10, 2015 to Mar 1, 2024factForm ADV
← SOPHER, MYRON, ROwnerMANAGING PARTNER, PRESIDENT, ownership code E, individual
Feb 7, 2012 to Mar 1, 2024factForm ADV
← JOHNSON, MATTHEW, D.OwnerPARTNER AND PORTFOLIO MANAGER, ownership code B, individual
Mar 30, 2015 to Mar 1, 2024factForm ADV
← Tieso, Brandon, DavidOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 1, 2024 to Mar 1, 2024factForm ADV

Owns (1)

← SOPHER, LENORE, SALEMMEOwnerTREASURER/SECRETARY, ownership code NA, individual
Feb 7, 2012 to Mar 1, 2024factForm ADV

Dated events

Occurred
Feb 27, 2026
Advisor changed firm
Brandon David Tieso left Intrack Investment Management, Inc. for Lpl Financial Llc (registered 2026-04-20)
Form ADVobserved 6 days ago
Occurred
Mar 1, 2024
Control person joined
David Brandon Tieso (Chief Compliance Officer) appeared on Schedule A of Intrack Investment Management, Inc.
Form ADVobserved 6 days ago
Occurred
Mar 26, 2014
First Form ADV filing
Sopher Investment Management Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2d0f39f9-d96e-bac2-ea37-497fd261001f
First observed: Feb 7, 2012
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INTRACK INVESTMENT MANAGEMENT, INC.

CRD 106450

SOUTH BURLINGTON, VT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2d0f39f9-d96e-bac2-ea37-497fd261001f

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MYRON R SOPHER

n/a

SOUTH BURLINGTON, VT

n/a

MATTHEW D. JOHNSON

Chartered Financial Analyst

SOUTH BURLINGTON, VT

n/a

BRETT CARTER PELTZER

Chartered Financial Analyst

SOUTH BURLINGTON, VT

MATTHEW S SOPHER

n/a

SOUTH BURLINGTON, VT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JOHNSON, MATTHEW, D.

PARTNER AND PORTFOLIO MANAGER

yes

03/2015

Mar 30, 2015

Mar 1, 2024

PELTZER, BRETT, CARTER

Partner

yes

12/2015

Dec 10, 2015

Mar 1, 2024

SOPHER, MYRON, R

MANAGING PARTNER, PRESIDENT

yes

01/1992

Feb 7, 2012

Mar 1, 2024

Tieso, Brandon, David

CHIEF COMPLIANCE OFFICER

yes

02/2024

Mar 1, 2024

SOPHER, LENORE, SALEMME

TREASURER/SECRETARY

12/2003

Feb 7, 2012

Mar 1, 2024

City

State

Country

Employees

Also broker-dealer

Norwich

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$276M

n/a

2024

Mar 10, 2025

$286M

n/a

2023

Mar 1, 2024

$264M

$263M

n/a

2022

Mar 3, 2023

$207M

$206M

n/a

2021

Mar 21, 2022

$247M

$246M

n/a

2020

Mar 10, 2021

$203M

$205,540

n/a

2019

Mar 17, 2020

$181M

$180M

n/a

2018

Mar 5, 2019

$158M

$157M

n/a

2017

Mar 21, 2018

$165M

$164M

n/a

2016

Mar 29, 2017

$145M

$144M

n/a

2015

Feb 2, 2016

$144M

$143M

n/a

2014

Mar 30, 2015

$101M

n/a

2013

Mar 26, 2014

$104M

n/a

2011

Feb 7, 2012

$79.2M

$78.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$276M

$286M

-3.7%

$207M

10.0%