Truadvisors

Overview

Truadvisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owned by an individual and focuses on fee-based portfolio management for individuals and small businesses, charging a percentage-of-AUM advisory fee. Its client base is primarily individual and family households. Truadvisors describes its advisory activity as discretionary portfolio management, and it does not position itself as a pension consultant, capital allocator, or related adviser. The firm reports it is not an active ESG investor and does not operate as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices