Truvestments Capital LLC

RIASEC RegisteredEst. 2018

Total AUM

$661M

Discretionary

$638M

97% of AUM

Avg account

$260K

Accounts

2,541

Employees

Advisory reps

Firm details

Headquarters: Lakewood Ranch, Florida
CRD number: 291297
Registered since: January 5, 2018
Website: www.truvestments.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals56.65%
HNWI40.94%
Pension & Profit Sharing Plans1.43%
Pooled Investment Vehicles0.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Truvestments Capital LLC is an independent registered investment adviser organized as an LLC and operating since 2018. The firm functions as a capital allocator and serves both individual/family and institutional clients. Compensation is primarily asset-based with additional hourly charges available. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third‑party advisers. Truvestments reports no active ESG investing program and does not identify as a multi‑state adviser. The firm also holds roles on the sponsor/management side of pooled vehicles, acting in capacities such as sponsor, general partner, and managing member, and maintains affiliations with at least one insurance company.