DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Investrust Consulting, LLC
Latest filing Mar 26, 2026
First filing on the tape Mar 13, 2012 · 26 filings
SEC status approved since Oct 15, 1998
RAUM
$588M
reported, Item 5.F
Discretionary
11%
of RAUM
Private clients
68%
$400M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$84.0M
derived; firm RAUM over IAPD count
Employees
10
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$588M as of Mar 26, 2026
Mar 13, 2012$4.1B then
HNW client RAUM$400M as of Mar 26, 2026
Mar 2, 2018$274M then
State-registered IARs (5.B.3)7 as of Mar 26, 2026
Mar 13, 20120 then
Employees (5.A)10 as of Mar 26, 2026
Mar 14, 201313 then
Private funds: no history
RAUM +8.1% over the last fiscal year+4.0% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $84.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $58.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 11%derivedof RAUM
- Institutional
- 32%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications, educational seminars, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- a related person acts as qualified custodian (9.D.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$400M68%
- Charitable organizations$188M32%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- 8reported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.68 fund_share=0.0 institutional_share=0.32 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Shannon Dawn CarterCertified Financial Planner | Oklahoma City, Ok | Sep 10, 2007 | 21 y | 0 |
| Daniel Peter Junkin | Oklahoma City, Ok | Sep 10, 2007 | 19 y | 0 |
| Mark Thomas WilliamsChartered Financial Analyst | Oklahoma City, Ok | Mar 4, 2013 | 23 y | 2 |
| Andrew William Hood | Oklahoma City, Ok | Mar 2, 2015 | 35 y | 2 |
| Gregory Franklin BaumChartered Financial Analyst | Oklahoma City, Ok | Nov 22, 2017 | 11 y | 0 |
| Garrett Scott Johnson | Oklahoma City, Ok | Jan 28, 2025 | 12 y | 0 |
| Jacob Alexander Janzen | Oklahoma City, Ok | Jan 12, 2026 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Ryan Christopher Barnett to Argent Retirement Plan Advisors, LLCJan 15, 2019 · Other
- Shane Kristian Fallot to J.P. Morgan Securities LLCFeb 9, 2016 · Other
- Gordon Christopher Haave to Gordon C Haave Associates, LLCOct 26, 2007 · Other
Joined, latest
- Andrew William Hood from Bok Financial AdvisorsMar 2, 2015 · Other
- Mark Thomas Williams from UBS Financial Services Inc.Mar 4, 2013 · Other
- Shane Kristian Fallot from J.P. Morgan Securities LLCJan 14, 2013 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ray David Carpenter · Chairman, Board Of Managerscontrolsince 01/2021 · owns less than 5%
- Dawn Shannon Carter · Chief Compliance Officercontrolsince 01/2011 · owns less than 5%
- William Corum · Board Of Managerscontrolsince 01/2021 · owns less than 5%
- Jo Ann Dickey · Board Of Managerscontrolsince 01/2021 · owns less than 5%
- Ann Cathy Friday · Chief Financial Officercontrolsince 10/2005 · owns less than 5%
- Thomas Mark Williams · President, Chief Executive Officer, And Chief Investment Officercontrolsince 04/2020 · owns less than 5%
- Lee Lynda Cameron · Trusteecontrolsince 12/2006 · owns F of LLC Trust B-2nd
- Martyn William Cameron · Trusteecontrolsince 12/2006 · owns F of Wmc Trust B-2nd
Entity owners
- Investrust Wealth Management, LLC · Parent Company, Sole Memberdirect · owns 75% or more
- American Fidelity Corporation · Memberindirect · owns 75% or more of Investrust Wealth Management, LLC
- Cameron Associates · Sole General Partnerindirect · owns 75% or more of Cameron Enterprises A Limited Partnership
- Cameron Enterprises A Limited Partnership · Shareholderindirect · owns 75% or more of American Fidelity Corporation
- LLC Trust B-2nd · Limited Partnerindirect · owns 25% to 50% of Cameron Enterprises A Limited Partnership
- Wmc Trust B-2nd · Limited Partnerindirect · owns 25% to 50% of Cameron Enterprises A Limited Partnership
Related persons
Schedule D 7.A
- American Fidelity Assurance Companyreal estaten
- American Fidelity Corporationreal estatey
- Ce Investment Management, LLCinvestment advisernRAUM $5.9B
- First Fidelity Bankn
- Insuricareal estaten
- Investrustcustodiann
- Investrust Retirement Specialists, LLC.n
Advisers that list Investrust Consulting, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Oklahoma City, Ok · principal | 7 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $36.4M to $65.0MMar 24, 2025 to Mar 26, 2026
- HNW RAUM · $362M to $400MMar 24, 2025 to Mar 26, 2026
- Non-discretionary RAUM · $508M to $523MMar 24, 2025 to Mar 26, 2026
- RAUM · $544M to $588MMar 24, 2025 to Mar 26, 2026
- Accounts · 11 to 10Mar 14, 2024 to Mar 24, 2025
- Advisory employees · 7 to 8Mar 14, 2024 to Mar 24, 2025
- Employees · 9 to 10Mar 14, 2024 to Mar 24, 2025
- Financial planning clients · unset to Mar 14, 2024 to Mar 24, 2025
- State-registered IARs · 6 to 7Mar 14, 2024 to Mar 24, 2025
- Discretionary RAUM · $34.1M to $36.4MMar 14, 2024 to Mar 24, 2025
- HNW RAUM · $391M to $362MMar 14, 2024 to Mar 24, 2025
- Non-discretionary RAUM · $529M to $508MMar 14, 2024 to Mar 24, 2025
- RAUM · $563M to $544MMar 14, 2024 to Mar 24, 2025
- Employees · 10 to 9Mar 21, 2023 to Mar 14, 2024
- Discretionary RAUM · $30.4M to $34.1MMar 21, 2023 to Mar 14, 2024
- HNW RAUM · $371M to $391MMar 21, 2023 to Mar 14, 2024
- Non-discretionary RAUM · $492M to $529MMar 21, 2023 to Mar 14, 2024
- RAUM · $523M to $563MMar 21, 2023 to Mar 14, 2024
- Advisory employees · 8 to 7Mar 25, 2022 to Mar 21, 2023
- Charity clients · 11 to 8Mar 25, 2022 to Mar 21, 2023
- Employees · 11 to 10Mar 25, 2022 to Mar 21, 2023
- State-registered IARs · 7 to 6Mar 25, 2022 to Mar 21, 2023
- Discretionary RAUM · $35.4M to $30.4MMar 25, 2022 to Mar 21, 2023
- HNW RAUM · $469M to $371MMar 25, 2022 to Mar 21, 2023
- Non-discretionary RAUM · $616M to $492MMar 25, 2022 to Mar 21, 2023
- RAUM · $652M to $523MMar 25, 2022 to Mar 21, 2023
- Accounts · 12 to 11Mar 22, 2021 to Mar 25, 2022
- Charity clients · 8 to 11Mar 22, 2021 to Mar 25, 2022
- Discretionary RAUM · $28.2M to $35.4MMar 22, 2021 to Mar 25, 2022
- HNW RAUM · $30.8M to $469MMar 22, 2021 to Mar 25, 2022
- Individual RAUM · 0.0 to unsetMar 22, 2021 to Mar 25, 2022
- Non-discretionary RAUM · $814M to $616MMar 22, 2021 to Mar 25, 2022
- Pension RAUM · 291107871.0 to unsetMar 22, 2021 to Mar 25, 2022
- RAUM · $843M to $652MMar 22, 2021 to Mar 25, 2022
- Accounts · 13 to 12Aug 27, 2020 to Mar 22, 2021
- Advisory employees · 9 to 8Aug 27, 2020 to Mar 22, 2021
- Charity clients · 10 to 8Aug 27, 2020 to Mar 22, 2021
- Employees · 12 to 11Aug 27, 2020 to Mar 22, 2021
- State-registered IARs · 8 to 7Aug 27, 2020 to Mar 22, 2021
- Discretionary RAUM · $46.7M to $28.2MAug 27, 2020 to Mar 22, 2021
Signals
6 dated events
- Robert David Brearton (Board Of Managers) no longer on Schedule A of Investrust Consulting, Llc (listed 2020-08-27, absent 2021-03-22)Mar 22, 2021 · Control person left · inference
- Ray David Carpenter (Chairman, Board Of Managers) appeared on Schedule A of Investrust Consulting, LlcMar 22, 2021 · Control person joined · fact
- William Corum (Board Of Managers) appeared on Schedule A of Investrust Consulting, LlcMar 22, 2021 · Control person joined · fact
- Jo Ann Dickey (Board Of Managers) appeared on Schedule A of Investrust Consulting, LlcMar 22, 2021 · Control person joined · fact
- Lee David Thompson (Manager, Chief Executive Officer) no longer on Schedule A of Investrust Consulting, Llc (listed 2020-07-06, absent 2020-08-27)Aug 27, 2020 · Control person left · inference
- Robert David Brearton (Board Of Managers) appeared on Schedule A of Investrust Consulting, LlcMar 23, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 405-843-7046reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $84.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026