RIA Intel›Advisers›Florida›GENTRUST, LLC

GENTRUST, LLC

Advisory

N·MIAMI, FL

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$5.2B

1-Year AUM Growth

+28.9%

3-Year CAGR

+20.3%

Employees

18

Assets Under Management

Total AUM$5.2B

Discretionary AUM$3.9B

Non-Discretionary AUM$1.3B

Discretionary %74.5%

Total Clients309

Team

Total Employees18

Investment Advisers40

Employee Growth (1Y)-21.1%

Filing History

Total Filings on Record46

First FilingAug 26, 2011

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 46 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GENTRUST, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.