INVESTRUST CONSULTING, LLC
CRD #108037 SEC #801-55942 OKLAHOMA CITY, OK 405-843-7046
SEC Registered
Total AUM
$544.1M
Discretionary
$36.4M
Employees
10
Clients
--
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $544.1M | $36.4M | $507.7M | 10 | 2 |
| Mar 2025 | $544.1M | $36.4M | $507.7M | 10 | 2 |
| Mar 2024 | $562.7M | $34.1M | $528.6M | 9 | 2 |
| Mar 2023 | $522.6M | $30.4M | $492.1M | 10 | 4 |
| Mar 2022 | $651.6M | $35.4M | $616.3M | 11 | 4 |
| Mar 2021 | $842.5M | $28.2M | $814.3M | 11 | 5 |
| Aug 2020 | $798.5M | $46.7M | $751.8M | 12 | 4 |
| Jul 2020 | $798.5M | $46.7M | $751.8M | 12 | 4 |
| Jun 2020 | $798.5M | $46.7M | $751.8M | 12 | 4 |
| Jun 2020 | $798.5M | $46.7M | $751.8M | 12 | 4 |
| Mar 2020 | $798.5M | $46.7M | $751.8M | 12 | 4 |
| Mar 2019 | $655M | $40.4M | $614.6M | 12 | 5 |
| Mar 2018 | $706.4M | $44.8M | $661.6M | 13 | 5 |
| Mar 2017 | $634.7M | $37.2M | $597.5M | 12 | 11 |
| Mar 2017 | $1.6B | $37.2M | $1.6B | 12 | 11 |
| Jul 2016 | $611.6M | $62.3M | $549.3M | 12 | 11 |
| Apr 2016 | $611.6M | $62.3M | $549.3M | 12 | 11 |
| Mar 2016 | $611.6M | $62.3M | $549.3M | 12 | 11 |
| Mar 2016 | $611.6M | $62.3M | $549.3M | 12 | 11 |
| Jan 2015 | $657.4M | $65.9M | $591.5M | 14 | 11 |
| Mar 2014 | $877.5M | $93.4M | $784.1M | 13 | 11 |
| Mar 2013 | $4.3B | $89.7M | $4.2B | 13 | 11 |
| Mar 2012 | $4.1B | $93.1M | $4B | 6 | 11 |
| Mar 2011 | $3.9B | $62.3M | $3.8B | 10 | -- |
| Mar 2009 | $3.1B | $7.9M | $3.1B | 10 | -- |
| Mar 2008 | $3.7B | $72.7M | $3.6B | -- | -- |
| Oct 2007 | $3.2B | $7.3M | $3.2B | 10 | -- |
| Mar 2007 | $3.2B | $7.3M | $3.2B | 10 | -- |
| Mar 2006 | $3.1B | $12.8M | $3.1B | 10 | -- |
| Sep 2005 | $34.1M | $34.1M | $0 | 10 | -- |
| Apr 2004 | $272.4M | $272.4M | $0 | 10 | -- |
| Mar 2002 | $33.2M | $33.2M | $0 | 10 | -- |
DateMar 2025
Total AUM$544.1M
Discretionary$36.4M
Non-Disc.$507.7M
Employees10
Clients2
DateMar 2025
Total AUM$544.1M
Discretionary$36.4M
Non-Disc.$507.7M
Employees10
Clients2
DateMar 2024
Total AUM$562.7M
Discretionary$34.1M
Non-Disc.$528.6M
Employees9
Clients2
DateMar 2023
Total AUM$522.6M
Discretionary$30.4M
Non-Disc.$492.1M
Employees10
Clients4
DateMar 2022
Total AUM$651.6M
Discretionary$35.4M
Non-Disc.$616.3M
Employees11
Clients4
DateMar 2021
Total AUM$842.5M
Discretionary$28.2M
Non-Disc.$814.3M
Employees11
Clients5
DateAug 2020
Total AUM$798.5M
Discretionary$46.7M
Non-Disc.$751.8M
Employees12
Clients4
DateJul 2020
Total AUM$798.5M
Discretionary$46.7M
Non-Disc.$751.8M
Employees12
Clients4
DateJun 2020
Total AUM$798.5M
Discretionary$46.7M
Non-Disc.$751.8M
Employees12
Clients4
DateJun 2020
Total AUM$798.5M
Discretionary$46.7M
Non-Disc.$751.8M
Employees12
Clients4
DateMar 2020
Total AUM$798.5M
Discretionary$46.7M
Non-Disc.$751.8M
Employees12
Clients4
DateMar 2019
Total AUM$655M
Discretionary$40.4M
Non-Disc.$614.6M
Employees12
Clients5
DateMar 2018
Total AUM$706.4M
Discretionary$44.8M
Non-Disc.$661.6M
Employees13
Clients5
DateMar 2017
Total AUM$634.7M
Discretionary$37.2M
Non-Disc.$597.5M
Employees12
Clients11
DateMar 2017
Total AUM$1.6B
Discretionary$37.2M
Non-Disc.$1.6B
Employees12
Clients11
DateJul 2016
Total AUM$611.6M
Discretionary$62.3M
Non-Disc.$549.3M
Employees12
Clients11
DateApr 2016
Total AUM$611.6M
Discretionary$62.3M
Non-Disc.$549.3M
Employees12
Clients11
DateMar 2016
Total AUM$611.6M
Discretionary$62.3M
Non-Disc.$549.3M
Employees12
Clients11
DateMar 2016
Total AUM$611.6M
Discretionary$62.3M
Non-Disc.$549.3M
Employees12
Clients11
DateJan 2015
Total AUM$657.4M
Discretionary$65.9M
Non-Disc.$591.5M
Employees14
Clients11
DateMar 2014
Total AUM$877.5M
Discretionary$93.4M
Non-Disc.$784.1M
Employees13
Clients11
DateMar 2013
Total AUM$4.3B
Discretionary$89.7M
Non-Disc.$4.2B
Employees13
Clients11
DateMar 2012
Total AUM$4.1B
Discretionary$93.1M
Non-Disc.$4B
Employees6
Clients11
DateMar 2011
Total AUM$3.9B
Discretionary$62.3M
Non-Disc.$3.8B
Employees10
Clients--
DateMar 2009
Total AUM$3.1B
Discretionary$7.9M
Non-Disc.$3.1B
Employees10
Clients--
DateMar 2008
Total AUM$3.7B
Discretionary$72.7M
Non-Disc.$3.6B
Employees--
Clients--
DateOct 2007
Total AUM$3.2B
Discretionary$7.3M
Non-Disc.$3.2B
Employees10
Clients--
DateMar 2007
Total AUM$3.2B
Discretionary$7.3M
Non-Disc.$3.2B
Employees10
Clients--
DateMar 2006
Total AUM$3.1B
Discretionary$12.8M
Non-Disc.$3.1B
Employees10
Clients--
DateSep 2005
Total AUM$34.1M
Discretionary$34.1M
Non-Disc.$0
Employees10
Clients--
DateApr 2004
Total AUM$272.4M
Discretionary$272.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$33.2M
Discretionary$33.2M
Non-Disc.$0
Employees10
Clients--