TRUE BLUE FINANCIAL, LLC
Firm details
- Headquarters
- STEVENSVILLE, Michigan
- CRD number
- 310841
- Registered since
- July 24, 2025
- Website
- www.trueblue.financial
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI70.95%
- Individuals27.09%
- Corporations / Businesses1.96%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
True Blue Financial, LLC 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 positions itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers; the firm also operates as an insurance broker. Fee arrangements are flexible and include percentage of AUM, hourly and fixed fees, and other fee structures. The firm identifies as an active ESG investor and lists an accountant among its industry affiliations.
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 Funds95%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 4RICHARD MARTIN
Financial Advisor and Registered RepresentativeCRD 6819011
NICOLE COAR
Financial PlannerCRD 6034924
VICTORIA HOLT
Financial PlannerCRD 5626481
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$207M in ETFs
44%
$90.3M
54%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST MANAGED MUNICIPAL ETF (FMB) | First Trust | Active | Muni National Interm | $13.6M | 269,428 | 6.58% |
Location
STEVENSVILLE, MI
BERRIEN
Location
STEVENSVILLE, MI
Headquartered in STEVENSVILLE, MI, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- BERRIEN
- Address
- 7889 Red Arrow Hwy
- Time zone
- ET (UTC-5)
- Office locations
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