RIA IntelAdvisersFloridaINTRUST ADVISORS, INC.

INTRUST ADVISORS, INC.

Advisory

FL

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in FL
#2,157
of 2,610 advisers by AUM
Average account
$152K
across 75 accounts
AUM per adviser
$6M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$11M
Discretionary %
100%
Clients
28
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$11M
Discretionary AUM$11M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients28
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, NM, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

7STARIA LLC
$11M
HARBORLIGHT CAPITAL MANAGEMENT, LLC
TAMPA, FL
$11M
-55.9% 1Y
LEVEL UP WEALTH MANAGEMENT LLC
$11M
CAMPBELL & ASSOCIATES, P.A., C.P.A.'S
WINTER HAVEN, FL
$11M
RETIREMENT CAPITAL ADVISORS LLC
WEST PALM BEACH, FL
$11M
B.SIDE INVESTMENTS LLC
$11M

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