True Blue Financial, LLC
Firm details
- Headquarters
- Stevensville, Michigan
- CRD number
- 310841
- Registered since
- July 24, 2025
- Website
- www.trueblue.financial
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI70.95%
- Individuals27.09%
- Corporations / Businesses1.96%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
True Blue Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm registered with the SEC in 2025 and serves both individual & family clients and institutional investors. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers; it also operates as an insurance broker. Fee schedules include percentage of AUM, hourly, fixed-fee arrangements and other structures. The firm describes itself as a capital allocator and identifies as an active ESG investor. It is not a multi-state adviser and does not position itself as a pension consultant or related adviser. An accounting professional affiliation is noted among its industry ties.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 4
Richard Martin
Financial Advisor and Registered RepresentativeCRD 6819011
Nicole Coar
Financial PlannerCRD 6034924
Victoria Holt
Financial PlannerCRD 5626481
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$410M in ETFs
67%
$275M
31%
$135M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $21.2M | 177,816 | 5.16% |
Location
Stevensville, MI
Berrien
Location
Stevensville, MI
Headquartered in Stevensville, MI, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- Berrien
- Address
- 7889 Red Arrow Hwy
- Time zone
- ET (UTC-5)
- Office locations
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