# InvesTrust Family Office

InvesTrust Family Office is a Multi Family Office based in Oklahoma City, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Oklahoma City, United States
- **Region:** North America
- **Address:** 5101 Classen Cir # 620, Oklahoma City, OK, United States
- **Founded:** 1998
- **Assets under management:** 544 (Altss estimate)
- **Website:** investrustwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/investrust

## Regulatory record

- **CRD number:** 108037
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108037

## About

InvesTrust Family Office was founded in 1998. Bill Cameron serves as the primary principal through his leadership of American Fidelity Group and Cameron Enterprises. The firm originated from the Cameron family's insurance operations and an independent trust company structure focused on long-term wealth preservation for multiple families. The firm deploys capital across private equity, real estate, hedge funds and fund-of-funds vehicles. It has made LP commitments to Cortado Ventures Fund I in 2021 and Acorn Growth Companies Fund V in 2023. Confirmed co-investments include seed rounds in Tailwind in 2021 and Stellajane in 2022 alongside Cortado Ventures and i2E. Geographic exposure centers on North America with emphasis on Oklahoma-based opportunities and select national platforms. InvesTrust maintains a team supporting consolidated reporting and advisory services. It holds interests in operating businesses including American Fidelity Assurance Company, INSURICA, First Fidelity Bank and Alcott HR through Cameron Enterprises. The firm sponsors community events such as the Oklahoma City Festival of the Arts and participates in the United Way of Central Oklahoma. Its American Fidelity Foundation, established in 1986, directs giving toward education, health, arts and human services in the United States. A structural differentiator is the integration of the family office with Cameron family operating companies while preserving an independent trust platform. This architecture allows direct ownership of insurance, banking and sports assets alongside external fund commitments without reliance on affiliated product distribution.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds
- Fund of Funds
- Healthcare Services
- Philanthropic / Mission-Related Investing

## People

- Bill Cameron — Chairman and CEO of American Fidelity Group and Cameron Enterprises
- Mark Williams — President, CEO, and CIO

## Questions

### Does InvesTrust participate in fund commitments or only direct deals?

The firm acts as an LP in funds including Cortado Ventures Fund I and Acorn Growth Companies Fund V. It also leads or co-invests in direct seed rounds such as Tailwind and Stellajane.

### What investment stages does InvesTrust typically target?

Activity includes early-stage seed investments in Oklahoma technology companies and commitments to private equity funds focused on lower-middle market opportunities in aerospace and defense.

### Which sectors does InvesTrust explicitly avoid?

No explicit avoidance sectors are disclosed. The firm accommodates client-directed investment restrictions including social screens.

## Related profiles

- [Philadelphia Museum of Art](https://altss.com/profile/philadelphia-museum-of-art)
- [Kanoar Ventures](https://altss.com/profile/kanoar-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/investrust-family-office

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