iTrust Asset Management, LLC

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Client assets under management

$186,537,294

Clients

457

11% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

152

Very High

Average account size

$408,178

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

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Fee options

Fixed

Flat fees generally range from $2,500 and up for financial planning; flat fees $1,000 to $50,000 for pension consulting

Percentage

$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

Commissions

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.

Project-based

Up to $250 per hour for financial planning and consulting; up to $400 per hour for pension consulting

Other

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 location

iTrust Asset Management, LLC

3320 Tates Creek Road, Suite 100

Lexington KY 40502, United States

Number of offices

Most active in

Kentucky · Louisiana · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 859-425-1222

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.

Options & derivatives strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.)

William C

Series 63, Series 65

Lexington, KY

iTrust Asset Management, LLC

William Conner is a financial advisor at iTrust Asset Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with iTrust Asset Management and LPL Financial since 2012. Outside of his advisory role, he is co-owner of a family business, Catahoula Land Plantation, Inc. iTrust Asset Management is a three-advisor registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm offers discretionary asset management and consulting services, emphasizing individualized portfolio supervision and employing a range of investment strategies including individual securities, options, and third-party managers through LPL Financial programs.

Options & derivatives strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.)

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.

Options & derivatives strategies Charitable giving & philanthropy College savings (529s, UTMA, etc.)

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