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, SEC-registered registered investment adviser (SEC registration year: 2025) that serves both individual/family and institutional clients. The firm operates as a capital allocator and combines traditional advisory services—financial planning, portfolio management for individuals and small businesses, and selection of other advisers—with insurance brokerage capabilities. Its fee structure includes percentage-of-AUM billing alongside hourly and fixed fees, and it reports active engagement with ESG investing. True Blue identifies as an independent RIA owned by an individual and maintains an accountant affiliation. The firm describes itself as a multi-product adviser that blends mutual funds and ETFs with access to third-party alternative managers, positioning itself to offer both model-driven public-market solutions and selective private-market allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3
Lucas Brown
Founder and PresidentCRD 4261145
Victoria Holt
Financial PlannerCRD 5626481
Richard Martin
Financial Advisor and Registered RepresentativeCRD 6819011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$477M in ETFs
74%
$352M
25%
$125M
| 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 | $28.6M | 232,117 | 5.98% |
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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