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.
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SEC-registered adviser
E•••••• I••••••••• S•••••••• I••
Latest filing Mar 6, 2026
First filing on the tape Jan 11, 2023 · 17 filings
SEC status approved since Apr 16, 2024
RAUM
$141M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$140M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$70.5M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$141M as of Mar 6, 2026
Apr 1, 2024$91.6M then
HNW client RAUM$98.5M as of Mar 6, 2026
Apr 1, 2024$68.1M then
State-registered IARs (5.B.3)2 as of Mar 6, 2026
Apr 1, 20242 then
Employees (5.A)3 as of Mar 6, 2026
Apr 1, 20243 then
Private funds: no history
RAUM +19% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Mar 6, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- 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
- $70.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 83derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $327,290derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.5%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$98.5M70%
- Individuals$41.3M29%
- Pension and profit-sharing plans$1.3M0.9%
- Individual clients
- 122reported
- HNW clients
- 44reported
- Pension plan clients
- 4reported
- Charitable clients
- n/areported
- Accounts
- 431reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R•••••• A•••••• T•••• | Campbell, Ca | Apr 4, 2023 | 14 y | 2 |
| K••• J•••••• M••••••• | Campbell, Ca | Apr 16, 2024 | 12 y | 3 |
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
none on the tape
Joined, latest
- K••• J•••••• M••••••• from C••• C••••• A•••••••• L••Apr 16, 2024 · RIA to RIA
- R•••••• A•••••• T•••• from E•••••• B••• A•••••••Apr 4, 2023 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M•••••••• K•••• J•••••• · Chief Compliance Officercontrolsince 01/2023 · owns 50% to 75%
- T••••• R••••••• A•••••• · Managing Membercontrolsince 04/2023 · owns 50% to 75%
Related persons
Schedule D 7.A
- K••• M•••••••real estatey
- R••••• T••••real estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Campbell, Ca · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 403 to 431Mar 27, 2025 to Mar 6, 2026
- HNW clients · 38 to 44Mar 27, 2025 to Mar 6, 2026
- Individual clients · 115 to 122Mar 27, 2025 to Mar 6, 2026
- Pension plan clients · 1 to 4Mar 27, 2025 to Mar 6, 2026
- Discretionary RAUM · $117M to $139MMar 27, 2025 to Mar 6, 2026
- HNW RAUM · $79.5M to $98.5MMar 27, 2025 to Mar 6, 2026
- Individual RAUM · $38.6M to $41.3MMar 27, 2025 to Mar 6, 2026
- Non-discretionary RAUM · $855,992 to $2.0MMar 27, 2025 to Mar 6, 2026
- Pension RAUM · $265,855 to $1.3MMar 27, 2025 to Mar 6, 2026
- RAUM · $118M to $141MMar 27, 2025 to Mar 6, 2026
- Accounts · 121 to 403Apr 1, 2024 to Mar 27, 2025
- HNW clients · 39 to 38Apr 1, 2024 to Mar 27, 2025
- Individual clients · 81 to 115Apr 1, 2024 to Mar 27, 2025
- Financial planning clients · 51-100 to 26-50Apr 1, 2024 to Mar 27, 2025
- Discretionary RAUM · $91.6M to $117MApr 1, 2024 to Mar 27, 2025
- HNW RAUM · $68.1M to $79.5MApr 1, 2024 to Mar 27, 2025
- Individual RAUM · $21.0M to $38.6MApr 1, 2024 to Mar 27, 2025
- Non-discretionary RAUM · $0 to $855,992Apr 1, 2024 to Mar 27, 2025
- Pension RAUM · $2.5M to $265,855Apr 1, 2024 to Mar 27, 2025
- RAUM · $91.6M to $118MApr 1, 2024 to Mar 27, 2025
- Accounts · 76 to 121Aug 24, 2023 to Apr 1, 2024
- HNW clients · 71 to 39Aug 24, 2023 to Apr 1, 2024
- Individual clients · 4 to 81Aug 24, 2023 to Apr 1, 2024
- Pension plan clients · unset to 1.0Aug 24, 2023 to Apr 1, 2024
- Discretionary RAUM · $114M to $91.6MAug 24, 2023 to Apr 1, 2024
- HNW RAUM · $71.6M to $68.1MAug 24, 2023 to Apr 1, 2024
- Individual RAUM · $51,225 to $21.0MAug 24, 2023 to Apr 1, 2024
- Pension RAUM · unset to 2489551.0Aug 24, 2023 to Apr 1, 2024
- RAUM · $114M to $91.6MAug 24, 2023 to Apr 1, 2024
- HQ city · LAPEER to CAMPBELLJul 6, 2023 to Jul 31, 2023
- HQ state · MI to CAJul 6, 2023 to Jul 31, 2023
- Other offices · 0 to 1Jul 6, 2023 to Jul 31, 2023
- Advisory activities · 3 to 4May 10, 2023 to May 11, 2023
- Legal name · E•••••• I••••••••• S•••••••• L•• to E•••••• I••••••••• S•••••••• I••Mar 31, 2023 to May 4, 2023
- Business name · E•••••• I••••••••• S•••••••• L•• to E•••••• I••••••••• S•••••••• I••May 4, 2023 to May 4, 2023
- Insurance-licensed employees · 1 to 2May 4, 2023 to May 4, 2023
- State-registered IARs · 1 to 2May 4, 2023 to May 4, 2023
- Accounts · 243 to 76Feb 10, 2023 to Mar 31, 2023
- Advisory employees · 1 to 2Feb 10, 2023 to Mar 31, 2023
- HNW clients · 5 to 71Feb 10, 2023 to Mar 31, 2023
Signals
2 dated events
- Antonio Roberto Trejo (Managing Member) appeared on Schedule A of E•••••• I••••••••• S•••••••• I••Mar 31, 2023 · Control person joined · fact
- E•••••• I••••••••• S•••••••• L•• filed its initial SEC registration (Form ADV)Jan 11, 2023 · First SEC registration · 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
- Business phone
- 248-905-1676reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- entrustinv.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 408-429-8444reportedpublic record, Form ADV, Mar 6, 2026
- Team page
- entrustinv.com/teamreportedpublished by the firm, firm site, Sep 16, 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
- $70.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026