GENTRUST, LLC
DBA: GENTRUST
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $5.20B |
| Discretionary | $3.88B74% of AUM |
| Non-Discretionary | $1.33B |
| Client Accounts | 1,527 |
| Avg Account Size | $3.4M |
| Employees | 40 |
| Peak AUM | $5.20BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.2B | +16.6% | +22.9% | +17.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $5.20B |
| Discretionary | $3.88B |
| Employees | 40 |
| Client Accounts | 1527 |
| Client Range | 51-100 |
Contact & Location
Address
1450 BRICKELL AVENUE
MIAMI FL 33131
Phone
305-677-6688
Filing History
51 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$3.9B
74.5% of AUM
Non-Discretionary
$1.3B
25.5% of AUM
Disc. mix ▼ 9.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment Adviser