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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-12-2015
- Office Locations
- 1
Office Locations
About Entrust Financial LLC
Entrust Financial is an independent, fee-only wealth management firm providing holistic financial planning and investment management for individuals, families, and business owners focused on building, preserving, and purpose-aligning wealth and legacy. The CFP-led team operates under the fiduciary standard. Unique differentiator: B Corp Certified; primary custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between February 19, 2025 and March 1, 2026, reported AUM increased 11.3%, from $315.2M to $350.9M.
Across 5 reported observations, AUM increased 48.9% between March 27, 2022 and March 1, 2026, from $235.8M to $350.9M.
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 5 advisory representatives and 286 clients, or 57.2 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MCKENZIE JANE FRANKEL
Principal
- CRD
- #4991378
- Ownership
- 50% but less than 75%
JENNIFER MARY BRAVO
Chief Compliance Officer, Principal
- CRD
- #5857778
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $347,907,502 | $413,683 |
| Non-Discretionary | $3,030,172 | $216,441 |
| Total | $350,937,674 | $410,453 |
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Separately Managed Accounts
SMA allocation detail is available
Entrust Financial LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Entrust Financial LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.