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ENTRUST INVESTMENT SERVICES, INC

CAMPBELL, CA · CRD 324860 · IAPD ↗ · 408-429-8444

$141.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — ENTRUST INVESTMENT SERVICES, INC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — ENTRUST INVESTMENT SERVICES, INC reported RAUM up 29% ($91.6M -> $118.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — ENTRUST INVESTMENT SERVICES, INC (CAMPBELL, CA) is newly SEC-registered with $91.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.