CRD: 106450
Intrack Investment Management, Inc.
$275.7M Total AUM
$275.7M Disc. AUM
10.0% 3Y CAGR
4 Employees
189 ADV. Clients
31 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท State Street
- Clients
- Retail and Institutional
- Platforms
- Signal
- Established Date
- 02-16-1995
- Office Locations
- 1
Office Locations
1233 Shelburne Road Suite D-6B South Burlington VT
About Intrack Investment Management, Inc.
InTrack Investment Management (InTrack Advisors) provides financial planning and discretionary wealth management for individuals, families, nonprofits, and corporations in the Burlington and Norwich, VT area. The team (including two CFAs) builds diversified, risk-managed portfolios with a notable emphasis on ETFs alongside public funds and fixed income, and works with Fidelity/NFS for custody.
Team overview
61 AVG AGE
$68.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
17.2 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Ridge optima
Custodian
Wave Fusion
Investment Themes
Signal legacy Eagle horizon Matrix harbor
Investment Vehicles
Focus alpha
Platform
Summit value Catalyst Momentum
Services
Fusion quantum North Legacy Beacon north Zenith Prime beacon Oak
Technology
Fusion
Owner & Executives
MYRON R SOPHER MR.
Chief Compliance Officer, Managing Partner, Partner, President
- CRD
- #2716110
- Ownership
- 50% but less than 75%
(845) 412-1615
north.radial@eaglecapital.com
in linkedin.com/in/atlas-vital
MATTHEW S SOPHER
SENIOR PARTNER
- CRD
- #4820463
- Ownership
- 25% but less than 50%
(812) 827-2928
zenith.glacier@radialcapital.com
in linkedin.com/in/value-unison
S
Signal wave
Pathway delta
- CRD
- #49930
- Ownership
- 24.7%
(826) 756-5086
capital.meridian@primecapital.com
in linkedin.com/in/capital-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $275,749,648 | $467,372 |
| Non-Discretionary | $0 | -- |
| Total | $275,749,648 | $467,372 |
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Separately Managed Accounts
Total SMA Asset: $275,749,648
Equity - Exchange:
11.8% Public Funds:
15.2% Cash:
8.1% U.S. Government/Agency:
11.8% Corporate - Investment Grade:
19.4% Other:
15.2% Corporate - Non-Investment Grade:
12.7% Municipal Bonds:
5.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $252,155,069 | 11.8% |
| Public Funds | $324,809,919 | 15.2% |
| Cash | $173,089,496 | 8.1% |
| U.S. Government/Agency | $252,155,069 | 11.8% |
| Corporate - Investment Grade | $414,560,028 | 19.4% |
| Other | $324,809,919 | 15.2% |
| Corporate - Non-Investment Grade | $271,387,235 | 12.7% |
| Municipal Bonds | $123,940,626 | 5.8% |
| Total | $2,136,907,361 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER EAGLE OPTIMA | NORTH CAPITAL | 3LD70J8E5 | QJK | 7.66% | $12,812,590 |
| GLACIER ATLAS | PATHWAY DELTA | NA2WGPXKX | AUK | 2.45% | $67,695,640 |
| MERIDIAN ELEMENT | DELTA PATHWAY | EAMYQHQW8 | ZFNP | 10.17% | $90,085,355 |
| VERTEX FOCUS RADIAL | UNISON RADIAL | EZGIWPVMA | GCKK | 4.36% | $22,045,061 |
| WAVE EMBER HORIZON | MERIDIAN CATALYST | M0N8T67WQ | SLR | 9.44% | $16,530,827 |
| EMBER FOUNDATION OAK | BEACON PEAK | ETDXND4S3 | RBL | 10.02% | $86,104,944 |
| RADIAL CATALYST MATRIX | EMBER UNISON | FDJEVVSOL | CNTBA | 7.47% | $30,032,406 |
| HORIZON EMBER | FUSION SIGNAL | MT40TRHSV | OBAN | 9.68% | $18,111,147 |