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GB

Gregory F. Baum

INVESTRUST CONSULTING
Oklahoma City, OK 73118
Some features on this profile are disabled
CRD#: 6878908
GB

Professional summary

Gregory Franklin Baum is a registered financial advisor currently at INVESTRUST CONSULTING, LLC located in Oklahoma City, Oklahoma.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Gregory has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Franklin Baum's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 22, 2017 - Present

INVESTRUST CONSULTING, LLC

Office #1: 5100 N Classen Boulevard Suite 620, Oklahoma City, OK 73118
RIA
CRD#: 108037
Oklahoma City, OK

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IC
INVESTRUST CONSULTING, LLC
ASSET SERVICES CO LLC | INVESTRUST CONSULTING, LLC | ASSET SERVICES COMPANY, L.L.C.

CRD#: 108037 / SEC#: 801-55942

RIA
Registered Investment Advisory firm - (10/15/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(11/22/2017)
IAR
Texas
(11/22/2017)

Exams

Current Firm

IC
INVESTRUST CONSULTING, LLC
ASSET SERVICES CO LLC | INVESTRUST CONSULTING, LLC | ASSET SERVICES COMPANY, L.L.C.

CRD#: 108037 / SEC#: 801-55942

RIA
Registered Investment Advisory firm - (10/15/1998 Approved)
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Contact information

Main Address
5100 N Classen Boulevard Suite 620, Oklahoma City, OK 73118
Mailing Address
Phone number
(405) 843-7046
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (3/24/2025)
ADV PART 2B-FIRM BROCHURE SUPPLEMENT (3/21/2025)

Regulatory assets under management

Total Number of Accounts10
AUM (Assets Under Management)$ 544,147,253

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/15/2025
Cover Page
Report
10/04/2024
Cover Page
Report
10/04/2024
Cover Page
Report
10/31/2023
Cover Page
Report
11/15/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INVESTRUST CONSULTING, LLC

CRD#: 108037Oklahoma City, OK 73118

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