Intrust Financial Services, Inc. (Wichita)


Intrust Financial Services, Inc. is a large advisory firm based in Wichita. It manages $617.74 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Kansas.

Intrust Financial Services provides portfolio management for investment companies and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Intrust Financial Services: assets under management

The assets under management (AUM) of Intrust Financial Services, Inc. is $617.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $617.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $56.16 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Intrust Financial Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Intrust Financial Services, Inc.

Hugo Herman Ernst has been acting as President since 1 Jun 1997. Rodney D. Pitts joined the executive team most recently as the Director.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Hugo Herman Ernst President 1 Jun 1997 Other 1248171
Cathy Jo Menousek Muni principal 1 Jun 1997 Other 2129526
Susan Kathleen Sullivan Finop 1 Jun 1997 Other 2890889
Kimberly Jo Klocek Finop 1 Jun 1997 Other 2894839
Ronald Baldwin Director 1 Jun 1997 Other 2906863
Phil Owings Director 1 Jun 1997 Other 2906874
Intrust Bank Na National bank 1 Jun 1997 75% - 100% 48-0477525
Michael Richard Mitchell Options principal 1 Apr 1998 Other 2566310
Alicia Maria Guagliardo Assistant v.p., compliance administrator 1 Jun 2000 Other 2091180
Ronald Baldwin Director 1 Jun 2001 Other 2906863
Hugo Herman Ernst Director 1 Jun 2001 Other 1248171
Thomas Stuart Gangel President/director 1 Jun 2001 Other 4442383
Alicia Maria Guagliardo Compliance administrator 1 Jun 2001 Other 2091180
N.A. Intrust Bank Holding company 1 Jun 2001 75% - 100% 48-0477525
Alicia Maria Guagliardo Chief compliance officer 1 Mar 2004 Other 2091180
Rodney D. Pitts Director 1 Sep 2004 Other 4069822

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Intrust Financial Corporation Shareholder 1 May 1971 75% - 100% 48-0937376
Intrust Financial Corporation 100% shareholder 1 Jun 1997 75% - 100% 48-0937376

Based in Wichita

The principal office where Intrust Financial Services, Inc. performs its advisory services is located at 105 N. Main Street, Wichita, KS 67202 The mailing address of the firm is P.O. Box One, Wichita, KS 67201 5001. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 316-383-1065 or by fax 316-383-5879. The normal business hours are 8:30am to 5:00pm (cst) on Monday - Friday. You can find more information about the New York firm at www.intrustbank.com.