Entrust Investment Services, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$139,745,984
Clients
166
Advisors
4
across 2 offices
About
Entrust Investment Services provides discretionary investment management and financial planning to a mix of clients, including other registered investment advisers through third‑party asset management arrangements, high‑net‑worth private clients, individual households, and businesses. The firm also offers ERISA plan services (including the ability to act as a 3(38) investment manager), participant account management via a third‑party platform, and public educational seminars and workshops.
The firm applies a Modern Portfolio Theory framework and builds portfolios that consider clients’ goals, risk tolerance, time horizons, tax variables and individual preferences, with account reviews at least quarterly and periodic rebalancing. Entrust discloses use of option strategies, leverage and derivatives in managed accounts and discusses related borrowing and leveraged risks in its disclosures.
What is uncommon about Entrust relative to many peers is the combination of acting as a sub‑advisor/third‑party portfolio manager for other RIAs while also providing ERISA 3(38) services and held‑away participant account oversight. The firm’s principals maintain insurance‑agency activities—generating commission income disclosed as a potential conflict that the firm says it manages—and the firm runs no‑cost public seminars as part of its client education program.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees are non-negotiable, billed 50% in advance with balance due upon delivery; fee may be waived if client implements plan through Entrust.
$0.00 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Insurance product commissions may be earned by representatives when selling insurance products; commissions create conflicts of interest but are disclosed.
$500 per hour for planning services, fees may be waived at advisor's discretion.
Account minimum: $100,000
Main office
See office1901 S Bascom Avenue, Suite 1150
Campbell CA 95008
Advisors at this office
3
Offices (2)
Most active in
California · Colorado · Michigan · New Hampshire · Texas · Washington
Also doing business as
Entrust Investment Services, Inc · Entrust Investment Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kyle M
Series 66
Campbell, CA
Entrust Investment Services, Inc
Kyle McCauley is a financial advisor with Entrust Investment Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Entrust, he was affiliated with City Center Advisors, LLC and City Center Financial, LLC. Outside of his advisory work, he owns and operates a farming business through Green Pastures CSA, LLC. Entrust Investment Services provides discretionary investment management and financial planning to individuals, businesses, and other registered investment advisers. The firm employs Modern Portfolio Theory and offers services including ERISA plan management and the use of options and leveraged strategies in managed accounts.
James M
Series 66
Laredo, TX
Entrust Investment Services, Inc
James Moore is a financial advisor at Entrust Investment Services, Inc with 14 years of industry experience. He holds a Series 66 designation and has previously worked at ISC Advisors, Inc. and Institutional Securities Corp. Moore also operates J&P Moore Financial Group. Entrust Investment Services provides discretionary investment management and financial planning to a diverse client base, including other registered investment advisers, high-net-worth individuals, households, and businesses. The firm employs a Modern Portfolio Theory framework and offers ERISA plan services, sub-advisory arrangements, and public educational seminars.
Jesse B
Series 63, Series 65
Campbell, CA
Entrust Investment Services, Inc
Jesse Burns is a financial advisor at Entrust Investment Services, Inc with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he has engaged in sales of home security and automation products through affiliated companies. Entrust Investment Services provides discretionary investment management and financial planning to a diverse client base, including other registered investment advisers, high-net-worth individuals, and businesses. The firm utilizes a Modern Portfolio Theory approach and offers ERISA plan services alongside public educational seminars.
Roberto T
Series 63, Series 65
Campbell, CA
Entrust Investment Services, Inc
Roberto Trejo is a financial advisor with Entrust Investment Services, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Roberto is also the managing director of Coeus Financial & Insurance Services Inc., an insurance agency where he recommends and places life and annuity products. Entrust Investment Services provides discretionary investment management and financial planning to a diverse client base, including other registered investment advisers, high-net-worth individuals, households, and businesses. The firm employs a Modern Portfolio Theory framework and offers unique services such as acting as a sub-advisor for other RIAs, providing ERISA 3(38) investment management, and conducting no-cost public educational seminars.
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