Intrust Advisors, Inc.

InTrust Advisors provides wealth management, financial planning, and family office–style services to affluent individuals, families, and trusts. The firm emphasizes ongoing planning and implementation, offering investment management, family entity accounting, and coordination with outside professionals as part of a broader personal-CFO service.

The firm combines traditional core equity and balanced portfolios with active, proprietary trend‑following and tactical strategies (for example, equity value/growth, tactical equity, and personalized ETF solutions) and seeks to diversify by management style as well as by holdings; it may use stop‑loss orders and limited leverage on occasion. Technology and custodial platforms are used to support tax‑efficient asset location, reporting, and operational workflows, while human advisors retain final decision authority for discretionary trading.

A noteworthy regulatory detail is that one investment adviser representative holds a Florida 2‑15 life and health insurance license and may offer commissionable insurance and annuity products; the ADV was amended to clarify that licensing and related conflicts of interest and supervisory disclosures. The firm is a long‑standing boutique advisor that reports roughly $11.4 million in regulatory assets under management while advising on about $230 million in assets under advisement and offers specialized family‑office services for complex households.