Intrack Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year.
Intrack Investment Management reports 189 clients. They include 133 individual clients and 56 high-net-worth individuals. Of its assets, 100.0% ($276M across 590 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 24% |
| High-net-worth individuals | 30% | 64% |
| Charitable organizations | Fewer than 5 | 11% |
| State or municipal government entities | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 133 | $66.4M | 24.1% | $499K |
| High-net-worth individuals | 56 | $176M | 63.9% | $3.15M |
| Charitable organizations | Fewer than 5 | $30.9M | 11.2% | — |
| State or municipal government entities | Fewer than 5 | $298K | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $1.98M | 0.7% | — |
| Total | 189 | $276M | 100% | — |
- Clients
- 133
- Regulatory AUM
- $66.4M
- AUM share
- 24.1%
- Avg. per client
- $499K
- Clients
- 56
- Regulatory AUM
- $176M
- AUM share
- 63.9%
- Avg. per client
- $3.15M
- Clients
- Fewer than 5
- Regulatory AUM
- $30.9M
- AUM share
- 11.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $298K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.98M
- AUM share
- 0.7%
- Avg. per client
- —
Total
- Clients
- 189
- Regulatory AUM
- $276M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Intrack Investment Management is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees), performance-based fees and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting
- Consulting clients are charged under their consulting agreement; the brochure states no rate.
- eMoney software access
- Clients who elect to keep access to the eMoney software pay an ongoing flat annual fee; the brochure states no amount.
- Standalone financial planning
- Standalone financial planning for complex or unusual cases is charged at a negotiable hourly rate, and may be waived when provided as part of onboarding.
Myron Sopher owns 50% to 75% of Intrack Investment Management. The leadership team of Intrack Investment Management includes President Myron Sopher. It has 4 employees.
Leadership
- Myron SopherManaging Partner, President, CCO
- Matthew JohnsonPartner and Portfolio Manager
- Brett PeltzerPartner and Portfolio Manager
- Lenore SopherTreasurer/Secretary
- Matthew SopherSenior Partner
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Matthew D. Johnson
- Brett Carter Peltzer
- Matthew S Sopher
- Myron R Sopher MR.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Intrack Investment Management, Inc.
Myron Sopher
Control person · since January 1992
- Owns 25% to 50% of Intrack Investment Management, Inc.
Matthew Sopher
Control person · since January 2026
- Owns 10% to 25% of Intrack Investment Management, Inc.
Matthew Johnson
Control person · since March 2015
Intrack Investment Management’s regulatory assets grew from $203M (April 2021) to $276M (March 2026); clients rose from 147 to 189 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $276M | 189 | 4 | 2 |
| March 2025 | $286M | 189 | 5 | 2 |
| March 2024 | $264M | 186 | 5 | 2 |
| March 2023 | $207M | 172 | 6 | 2 |
| March 2022 | $247M | 161 | 5 | 2 |
| April 2021 | $203M | 147 | 4 | 2 |
Besides its headquarters, Intrack Investment Management has 1 office, with 2 listed addresses in Vermont.
Vermont · 2 listed addresses
- 1233 Shelburne Road, Suite D-6b, South BurlingtonHQ
- 289 Main Street, Norwich
Contact and registration details
- Legal name
- Intrack Investment Management, Inc.
- Headquarters
- 1233 Shelburne Road, Suite D-6b, South Burlington, VT 05403
- Website
- intrackinvest.com
- Phone
- 802-658-0625
- SEC file
- 801-79488
- Founded
- 1992
- Structure
- Vermont corporation
- Fiscal year end
- December
Intrack Investment Management uses Fidelity ($269M) as custodian for its separately managed accounts. Intrack Investment Management does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $269M100%
At year end, Intrack Investment Management’s separately managed accounts were largely in stocks (41%) and funds (34%).
What the accounts hold
- Stocks41%
- Funds34%
- Bonds12%
- U.S. government and agency bonds8%
- Investment grade corporate bonds2%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash11%
- Other2%
- Structured notes2%
How many clients does Intrack Investment Management have?
Intrack Investment Management has 189 clients and manages $276 million for them, as of March 2026. They include 133 individual clients and 56 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Intrack Investment Management offer?
Intrack Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Intrack Investment Management use?
Intrack Investment Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $269M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Intrack Investment Management have?
Intrack Investment Management has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Intrack Investment Management invest in?
At the end of its last fiscal year, Intrack Investment Management’s separately managed accounts held 41% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 8% U.S. government and agency bonds, 2% investment grade corporate bonds, 2% other, 1% state and local bonds and 1% high-yield corporate bonds. The 2% other category is described as: Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Intrack Investment Management?
Intrack Investment Management’s direct owners are Myron Sopher (50% to 75%), Matthew Johnson (10% to 25%) and Matthew Sopher (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Intrack Investment Management get paid?
Intrack Investment Management is paid through a percentage of assets under management, hourly charges, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Intrack Investment Management?
Intrack Investment Management’s main office is at 1233 Shelburne Road, Suite D-6b, South Burlington, VT 05403. Its phone number is 802-658-0625. Its website is intrackinvest.com.