TRUE FIDUCIARY CAPITAL, LLC

Overview

True Fiduciary Capital, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2020. The firm focuses on fee-based advisory relationships (percentage of AUM plus other fee arrangements) and provides financial planning and portfolio management primarily for individuals, families and small-business clients, with some institutional relationships. It operates as an owner-managed RIA rather than as a capital allocator or multi-product fund sponsor. Investment activity is concentrated in public equities: the firm shows a clear preference for exchange-traded equities as the dominant building block of client portfolios. True Fiduciary Capital manages discretionary mandates across individually managed accounts and separately managed account structures, using equity allocations as the core exposure and layering mutual funds and annuity solutions where client objectives require them. The firm is not listed as an active ESG investor and does not position itself as a pension consultant or related-adviser network provider.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices