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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INVESTRUST CONSULTING, LLC

CRD 108037

OKLAHOMA CITY, OK

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Search this name across graphsid dfx:ria:d6930eae-e2c8-a497-11af-7359f183cedc

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 6
On other graphs: 0
Observed: Mar 13, 2012 to Mar 26, 2026
26 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=0.68 fund_share=0.0 institutional_share=0.32 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $588MItem 5.F on the latest filing (2026-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $65.0M
Private client RAUM: $400MderivedItem 5.D individuals plus high net worth individuals
Private client share: 68%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $84.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 10
SEC number: 801-55942
CRD: 108037
Filings on the tape: 26
First filed: Mar 13, 2012
Latest filed: Mar 26, 2026
Organised: Limited Liability Company, OK
Website: investrustwealthmanagement.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
SHANNON DAWN CARTER	Certified Financial Planner	OKLAHOMA CITY, OK	19	21	n/a	no
DANIEL PETER JUNKIN	n/a	OKLAHOMA CITY, OK	19	19	n/a	no
MARK THOMAS WILLIAMS	Chartered Financial Analyst	OKLAHOMA CITY, OK	13	23	2	no
ANDREW WILLIAM HOOD	n/a	OKLAHOMA CITY, OK	11	35	2	no
Gregory Franklin Baum	Chartered Financial Analyst	OKLAHOMA CITY, OK	8	11	n/a	no
Garrett Scott Johnson	n/a	OKLAHOMA CITY, OK	1	12	n/a	no
Jacob Alexander Janzen	n/a	OKLAHOMA CITY, OK	0	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
AMERICAN FIDELITY CORPORATION	Member	E	yes	09/1988	Mar 13, 2012	Mar 14, 2024
CAMERON ASSOCIATES	SOLE GENERAL PARTNER	E	yes	10/1999	Apr 14, 2016	Mar 14, 2024
CAMERON ENTERPRISES A LIMITED PARTNERSHIP	Shareholder	E	yes	12/1985	Apr 14, 2016	Mar 14, 2024
CAMERON, LYNDA, LEE	Trustee	F	yes	12/2006	Apr 14, 2016	Mar 14, 2024
CAMERON, WILLIAM, MARTYN	Trustee	F	yes	12/2006	Apr 14, 2016	Mar 14, 2024
CARPENTER, DAVID, RAY	CHAIRMAN, BOARD OF MANAGERS	Na	yes	01/2021	Mar 22, 2021	Mar 14, 2024
CARTER, SHANNON, DAWN	CHIEF COMPLIANCE OFFICER	Na	yes	01/2011	Mar 13, 2012	Mar 14, 2024
Corum, William	BOARD OF MANAGERS	Na	yes	01/2021	Mar 22, 2021	Mar 14, 2024
DICKEY, JO ANN	BOARD OF MANAGERS	Na	yes	01/2021	Mar 22, 2021	Mar 14, 2024
FRIDAY, CATHY, ANN	CHIEF FINANCIAL OFFICER	Na	yes	10/2005	Mar 14, 2013	Mar 14, 2024
INVESTRUST WEALTH MANAGEMENT, LLC	PARENT COMPANY, SOLE MEMBER	E	yes	09/1998	Jan 30, 2015	Mar 14, 2024
LLC TRUST B-2ND	LIMITED PARTNER	C	yes	12/2006	Mar 23, 2020	Mar 14, 2024
WILLIAMS, MARK, THOMAS	PRESIDENT, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER	Na	yes	04/2020	Jan 30, 2015	Mar 14, 2024
WMC TRUST B-2ND	LIMITED PARTNER	C	yes	12/2006	Mar 23, 2020	Mar 14, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CE INVESTMENT MANAGEMENT, LLC	n/a	Institutional manager	$5.9B	N	yes	n/a
AMERICAN FIDELITY ASSURANCE COMPANY	n/a	n/a	n/a	N	yes	n/a
AMERICAN FIDELITY CORPORATION	n/a	n/a	n/a	Y	no	n/a
FIRST FIDELITY BANK	n/a	n/a	n/a	N	yes	n/a
Insurica	n/a	n/a	n/a	N	yes	n/a
Investrust	n/a	n/a	n/a	N	yes	Ok
INVESTRUST RETIREMENT SPECIALISTS, LLC.	n/a	n/a	n/a	N	yes	n/a

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$588M	$65.0M	10	8	0	n/a	n/a
2024	Mar 24, 2025	$544M	$36.4M	10	8	0	n/a	n/a
2023	Mar 14, 2024	$563M	$34.1M	9	7	0	n/a	n/a
2022	Mar 21, 2023	$523M	$30.4M	10	7	0	n/a	n/a
2021	Mar 25, 2022	$652M	$35.4M	11	8	0	n/a	n/a
2020	Mar 22, 2021	$843M	$28.2M	11	8	0	n/a	n/a
2019	Mar 23, 2020	$799M	$46.7M	12	9	0	n/a	n/a
2018	Mar 13, 2019	$655M	$40.4M	12	9	0	n/a	n/a
2017	Mar 2, 2018	$706M	$44.8M	13	10	0	n/a	n/a
2016	Mar 30, 2017	$1.6B	$37.2M	12	8	n/a	n/a	n/a
2015	Mar 9, 2016	$612M	$62.3M	12	7	n/a	n/a	n/a
2014	Jan 30, 2015	$657M	$65.9M	14	8	n/a	n/a	n/a
2013	Mar 27, 2014	$877M	$93.4M	13	9	n/a	n/a	n/a
2012	Mar 14, 2013	$4.3B	$89.7M	13	8	n/a	n/a	n/a
2011	Mar 13, 2012	$4.1B	$93.1M	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	0	0	0.0%	0	0	0	0	0

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	$588M	$544M	8.1%	$523M	4.0%	10	10	0	0

Relationships

Affiliated with (3)

← CE INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CE INVESTMENT MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← AMERICAN FIDELITY ASSURANCE CORegistered adviserother investment adviser, common control
factForm ADV

Registered with (10)

← Jacob Alexander JanzenAdvisorregistration: current employment
Jan 12, 2026 to presentfactForm ADV
← Garrett Scott JohnsonAdvisorregistration: current employment
Jan 28, 2025 to presentfactForm ADV
← Gregory Franklin BaumAdvisorregistration: current employment
Nov 22, 2017 to presentfactForm ADV
← ANDREW WILLIAM HOODAdvisorregistration: current employment
Mar 2, 2015 to presentfactForm ADV
← MARK THOMAS WILLIAMSAdvisorregistration: current employment
Mar 4, 2013 to presentfactForm ADV
← SHANNON DAWN CARTERAdvisorregistration: current employment
Sep 10, 2007 to presentfactForm ADV
← DANIEL PETER JUNKINAdvisorregistration: current employment
Sep 10, 2007 to presentfactForm ADV
← RYAN CHRISTOPHER BARNETTAdvisorregistration: previous registration
Oct 7, 2013 to Jan 15, 2019factForm ADV
← Shane Kristian FallotAdvisorregistration: previous registration
Jan 14, 2013 to Feb 9, 2016factForm ADV
← GORDON CHRISTOPHER HAAVEAdvisorregistration: previous registration
May 9, 2005 to Oct 26, 2007factForm ADV

Controls (14)

← CARPENTER, DAVID, RAYOwnerCHAIRMAN, BOARD OF MANAGERS, ownership code NA, individual
Mar 22, 2021 to Mar 14, 2024factForm ADV
← CAMERON, LYNDA, LEEOwnerTRUSTEE, ownership code F, individual
Apr 14, 2016 to Mar 14, 2024factForm ADV
← CAMERON, WILLIAM, MARTYNOwnerTRUSTEE, ownership code F, individual
Apr 14, 2016 to Mar 14, 2024factForm ADV
← WILLIAMS, MARK, THOMASOwnerPRESIDENT, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER, ownership code NA, individual
Jan 30, 2015 to Mar 14, 2024factForm ADV
← CARTER, SHANNON, DAWNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 13, 2012 to Mar 14, 2024factForm ADV
← FRIDAY, CATHY, ANNOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 14, 2013 to Mar 14, 2024factForm ADV
← Corum, WilliamOwnerBOARD OF MANAGERS, ownership code NA, individual
Mar 22, 2021 to Mar 14, 2024factForm ADV
← DICKEY, JO ANNOwnerBOARD OF MANAGERS, ownership code NA, individual
Mar 22, 2021 to Mar 14, 2024factForm ADV
← AMERICAN FIDELITY CORPORATIONOwnerMEMBER, ownership code E, domestic entity
Mar 13, 2012 to Mar 14, 2024factForm ADV
← CAMERON ASSOCIATESOwnerSOLE GENERAL PARTNER, ownership code E, domestic entity
Apr 14, 2016 to Mar 14, 2024factForm ADV
← CAMERON ENTERPRISES A LIMITED PARTNERSHIPOwnerSHAREHOLDER, ownership code E, domestic entity
Apr 14, 2016 to Mar 14, 2024factForm ADV
← INVESTRUST WEALTH MANAGEMENT, LLCOwnerPARENT COMPANY, SOLE MEMBER, ownership code E, domestic entity
Jan 30, 2015 to Mar 14, 2024factForm ADV
← LLC TRUST B-2NDOwnerLIMITED PARTNER, ownership code C, domestic entity
Mar 23, 2020 to Mar 14, 2024factForm ADV
← WMC TRUST B-2NDOwnerLIMITED PARTNER, ownership code C, domestic entity
Mar 23, 2020 to Mar 14, 2024factForm ADV

Dated events

Occurred
Mar 22, 2021
Control person left
Robert David Brearton (Board Of Managers) no longer on Schedule A of Investrust Consulting, Llc (listed 2020-08-27, absent 2021-03-22)
Form ADVobserved 4 days ago
Occurred
Mar 22, 2021
Control person joined
Ray David Carpenter (Chairman, Board Of Managers) appeared on Schedule A of Investrust Consulting, Llc
Form ADVobserved 4 days ago
Occurred
Mar 22, 2021
Control person joined
William Corum (Board Of Managers) appeared on Schedule A of Investrust Consulting, Llc
Form ADVobserved 4 days ago
Occurred
Mar 22, 2021
Control person joined
Jo Ann Dickey (Board Of Managers) appeared on Schedule A of Investrust Consulting, Llc
Form ADVobserved 4 days ago
Occurred
Aug 27, 2020
Control person left
Lee David Thompson (Manager, Chief Executive Officer) no longer on Schedule A of Investrust Consulting, Llc (listed 2020-07-06, absent 2020-08-27)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2020
Control person joined
Robert David Brearton (Board Of Managers) appeared on Schedule A of Investrust Consulting, Llc
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d6930eae-e2c8-a497-11af-7359f183cedc
First observed: Mar 13, 2012
Last observed: Mar 26, 2026 5 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.

INVESTRUST CONSULTING, LLC

CRD 108037

OKLAHOMA CITY, OK

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:d6930eae-e2c8-a497-11af-7359f183cedc

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:12 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SHANNON DAWN CARTER

Certified Financial Planner

OKLAHOMA CITY, OK

n/a

DANIEL PETER JUNKIN

n/a

OKLAHOMA CITY, OK

n/a

MARK THOMAS WILLIAMS

Chartered Financial Analyst

OKLAHOMA CITY, OK

ANDREW WILLIAM HOOD

n/a

OKLAHOMA CITY, OK

Gregory Franklin Baum

Chartered Financial Analyst

OKLAHOMA CITY, OK

n/a

Garrett Scott Johnson

n/a

OKLAHOMA CITY, OK

n/a

Jacob Alexander Janzen

n/a

OKLAHOMA CITY, OK

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

AMERICAN FIDELITY CORPORATION

Member

yes

09/1988

Mar 13, 2012

Mar 14, 2024

CAMERON ASSOCIATES

SOLE GENERAL PARTNER

yes

10/1999

Apr 14, 2016

Mar 14, 2024

CAMERON ENTERPRISES A LIMITED PARTNERSHIP

Shareholder

yes

12/1985

Apr 14, 2016

Mar 14, 2024

CAMERON, LYNDA, LEE

Trustee

yes

12/2006

Apr 14, 2016

Mar 14, 2024

CAMERON, WILLIAM, MARTYN

Trustee

yes

12/2006

Apr 14, 2016

Mar 14, 2024

CARPENTER, DAVID, RAY

CHAIRMAN, BOARD OF MANAGERS

yes

01/2021

Mar 22, 2021

Mar 14, 2024

CARTER, SHANNON, DAWN

CHIEF COMPLIANCE OFFICER

yes

01/2011

Mar 13, 2012

Mar 14, 2024

Corum, William

BOARD OF MANAGERS

yes

01/2021

Mar 22, 2021

Mar 14, 2024

DICKEY, JO ANN

BOARD OF MANAGERS

yes

01/2021

Mar 22, 2021

Mar 14, 2024

FRIDAY, CATHY, ANN

CHIEF FINANCIAL OFFICER

yes

10/2005

Mar 14, 2013

Mar 14, 2024

INVESTRUST WEALTH MANAGEMENT, LLC

PARENT COMPANY, SOLE MEMBER

yes

09/1998

Jan 30, 2015

Mar 14, 2024

LLC TRUST B-2ND

LIMITED PARTNER

yes

12/2006

Mar 23, 2020

Mar 14, 2024

WILLIAMS, MARK, THOMAS

PRESIDENT, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER

yes

04/2020

Jan 30, 2015

Mar 14, 2024

WMC TRUST B-2ND

LIMITED PARTNER

yes

12/2006

Mar 23, 2020

Mar 14, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CE INVESTMENT MANAGEMENT, LLC

n/a

Institutional manager

$5.9B

yes

n/a

AMERICAN FIDELITY ASSURANCE COMPANY

n/a

yes

n/a

AMERICAN FIDELITY CORPORATION

n/a

FIRST FIDELITY BANK

n/a

yes

n/a

Insurica

n/a

yes

n/a

Investrust

n/a

yes

INVESTRUST RETIREMENT SPECIALISTS, LLC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$588M

$65.0M

n/a

2024

Mar 24, 2025

$544M

$36.4M

n/a

2023

Mar 14, 2024

$563M

$34.1M

n/a

2022

Mar 21, 2023

$523M

$30.4M

n/a

2021

Mar 25, 2022

$652M

$35.4M

n/a

2020

Mar 22, 2021

$843M

$28.2M

n/a

2019

Mar 23, 2020

$799M

$46.7M

n/a

2018

Mar 13, 2019

$655M

$40.4M

n/a

2017

Mar 2, 2018

$706M

$44.8M

n/a

2016

Mar 30, 2017

$1.6B

$37.2M

n/a

2015

Mar 9, 2016

$612M

$62.3M

n/a

2014

Jan 30, 2015

$657M

$65.9M

n/a

2013

Mar 27, 2014

$877M

$93.4M

n/a

2012

Mar 14, 2013

$4.3B

$89.7M

n/a

2011

Mar 13, 2012

$4.1B

$93.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$588M

$544M

8.1%

$523M

4.0%