iTrust Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$186,537,294
Clients
457
Advisors
3
of 4 employees
About
iTrust Asset Management serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, and state or municipal entities, offering asset management, financial planning and consulting, and pension consulting services. The firm delivers discretionary portfolio management as well as one‑time or ongoing consulting and written financial plans, and participates in LPL Financial‑sponsored advisory programs while managing both wrap and non‑wrap accounts.
The firm emphasizes continuous, individualized account supervision with portfolios built from individual stocks and bonds, ETFs, mutual funds and options, and it reviews and rebalances accounts at least quarterly. iTrust employs both fundamental and technical analysis and may implement a range of strategies — including long‑term holdings, shorter‑term trading, short sales, margin, and option strategies such as covered calls and spreads — while allowing clients to place reasonable investment restrictions.
Notably, iTrust is a wrap fee program sponsor and receives a portion of wrap fees, a feature that is uncommon among similarly supported firms and is disclosed in its Wrap Fee Program Brochure. The firm operates with a small team managing roughly $212 million in client assets, its advisors are affiliated with LPL (including participation in MAS and SWM platforms) and are licensed to sell commissionable securities and insurance, with disclosures, a Code of Ethics, and formal trade‑error and personal‑trading policies to address related conflicts.
Client services
Expertise
Fee options
Flat fees generally range from $2,500 and up for financial planning; flat fees $1,000 to $50,000 for pension consulting
$0 - $499,999.99: 1.5% $500,000 - $999,999.99: 1.3% $1,000,000 - $1,999,999.99: 1.1% $2,000,000 - $4,999,999.99: 1.0% $5,000,000+: Negotiable
Commissionable securities sales by supervised persons who are registered representatives of LPL Financial; fees for sale of securities and mutual funds (including trail fees) may be received.
Up to $250 per hour for financial planning and consulting; up to $400 per hour for pension consulting
Account minimum: $50,000 Fee-only: Maximum $250 per hour for financial planning; flat fees generally $2,500 and up; pension consulting fees negotiable, may include hourly up to $400 and flat fees $1,000 to $50,000
Main office
3320 Tates Creek Road, Suite 100
Lexington KY 40502
Advisors at this office
3
Most active in
Kentucky · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Joseph S
Series 63
Lexington, KY
iTrust Asset Management, LLC
Joseph Stricklin is a financial advisor at iTrust Asset Management, LLC with 28 years of industry experience. He holds a Series 63 designation and has been with iTrust Asset Management and LPL Financial since 2012. Outside of finance, he is involved in music as a member of a rock band with an album available on iTunes. iTrust Asset Management is a three-advisor firm managing approximately $174 million for individuals, pension plans, and business entities. The firm offers discretionary asset management, financial planning, and consulting services, utilizing a range of investment strategies and participating in multiple LPL-sponsored platforms, including acting as a wrap fee program sponsor.
William C
Series 63, Series 65
Lexington, KY
iTrust Asset Management, LLC
William Conner is a financial advisor with iTrust Asset Management, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with iTrust and LPL Financial since 2012 and has prior experience at Aarons Sales & Lease Ownership. Conner is also co-owner of a family business, Catahoula Land Plantation, Inc. iTrust Asset Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and state or municipal entities. The firm provides asset management, financial planning, and pension consulting, employing both fundamental and technical analysis to manage discretionary portfolios with a range of investment strategies and continuous account supervision.
John G
Series 63, Series 65
Lexington, KY
iTrust Asset Management, LLC
John Gettler Jr is a financial advisor at iTrust Asset Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with iTrust Asset Management and LPL Financial LLC since 2012. Outside of his advisory role, he is also an independent insurance agent. iTrust Asset Management is a three-advisor registered investment adviser managing approximately $174 million for around 426 clients, including individuals, pension and profit-sharing plans, and business entities. The firm offers discretionary asset management, financial planning, and pension consulting, utilizing a variety of investment strategies and participating in multiple LPL-sponsored platforms and wrap fee programs.
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