Truvine Financial, LLC
RIAState Registered
Total AUM
$8.7M
Discretionary
$8.7M
100% of AUM
Avg account
$347K
Accounts
25
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 297939
- Website
- truvinefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI62.07%
- Individuals37.93%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Truvine Financial, LLC is a small, independent Registered Investment Adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families with financial planning and discretionary portfolio management for individuals and small businesses. Its client fee model blends a percentage-of-AUM charge with hourly billing for advisory work. The adviser is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds93%
- Cash & Cash Equivalents6%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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