Trusco Investment Management, LLC
Firm details
- Headquarters
- Nashville, Tennessee
- CRD number
- 285736
- Registered since
- March 25, 2026
- Website
- www.truscomgmt.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.21%
- Corporations / Businesses29.38%
- Individuals2.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Trusco Investment Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2026. The firm identifies as a capital allocator serving individual and family clients and offers a mix of financial planning and portfolio management services for individuals, small businesses, and institutions. Its advisory capabilities include selecting third‑party managers and acting in sponsor/GP/managing member roles for pooled investment vehicles. Fee arrangements include percentage of AUM, hourly charges, and fixed fees. The firm is not an active ESG investor, is not designated as a multi‑state adviser, and does not act as a pension consultant.
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 Funds75%
- Exchange Traded Equities14%
- Cash & Cash Equivalents7%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1
George Smith
Co-Founder & CEOCRD 1778962
Contacts
1 of 1
Thomas Landstreet
Co-founder and Investment Advisor RepresentativeCRD 2597664
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Nashville, TN
Davidson
Location
Nashville, TN
Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Davidson
- Address
- 2932 Foster Creighton Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Lexington Financial/Life Management, LLC
RIANashville, TN
Catamount Strategic Advisors, LLC
RIANashville, TN
Chamberlain Lane Capital, LLC
RIANashville, TN
Ironhorse Capital LLC
RIANashville, TN
Synthesis Advisors, Inc.
RIANashville, TN
Davis, Davis and Conover Wealth Management, LLC
RIANashville, TN