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, individually owned registered investment adviser that focuses on servicing individuals and families. The firm is SEC-registered (initial registration in 2019) and offers a mix of advisory and planning work: financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation comes through percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm does not position itself as an active ESG investor and is not described as a multi-state adviser.
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
Andrew Castleberry
Partner and Financial PlannerCRD 6691690
Kenneth Bellavance
Owner and Financial PlannerCRD 6393105
Patrick Paxton
Managing DirectorCRD 1128118
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$616M in ETFs
53%
$326M
17%
$290M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $56.6M | 630,403 | 9.19% |
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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