TRUVIUS

Overview

Truvius is a small, SEC-registered advisory firm focused on discretionary portfolio management for both individuals/small businesses and business or institutional clients. The firm charges fees as a percentage of assets under management and appears to favor non-traditional holdings over a broad basket of public equities. Its filings show a strong tilt toward “other” asset types and explicit activity in digital currency, with custody arranged through a crypto-focused custodian. Truvius is not positioned as an ESG-driven adviser, nor is it operating as a multi-state or pension consultant adviser. The firm’s client base mixes individual and institutional relationships, but the scale is modest: the advisory business manages a concentrated set of accounts and assets, which suggests hands-on portfolio oversight and a limited roster of mandates rather than broad retail distribution or platform-based indexing.

Assets & Accounts

Investments & Alternatives

Location & Offices