Trufp
Firm details
- Headquarters
- Cumming, Georgia
- CRD number
- 299212
- Registered since
- October 30, 2019
- Website
- trufp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.44%
- Individuals44.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Trufp is an independent, individual-owned registered investment adviser that began SEC registration in 2019. The firm serves individuals and families and operates primarily on a percentage-of-AUM fee model while also offering hourly and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Trufp reports it is not an active ESG investor and does not present itself as a multi-state or capital-allocating manager.
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 Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Kenneth Bellavance
Financial PlannerCRD 6393105
Andrew Castleberry
Financial PlannerCRD 6691690
Austin Rowland
Financial PlannerCRD 7770557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$462M in ETFs
49%
$228M
22%
$234M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $44.3M | 578,203 | 9.58% |
Location
Cumming, GA
Forsyth
Location
Cumming, GA
Headquartered in Cumming, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Forsyth
- Address
- 3550 Rowe Ln
- Time zone
- ET (UTC-5)
- Office locations
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