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 that acts both as a planner/manager for individuals and small businesses and as a capital allocator to outside managers. The firm offers financial planning, portfolio management, and selection of other advisers, and it operates an insurance brokerage line alongside its advisory practice. True Blue employs mixed fee arrangements — including asset-based fees, hourly billing and fixed-fee engagements — and identifies as an active ESG investor. The firm is organized as an LLC, owned by an individual, and began SEC registration in 2025. Its client base includes both individual & family clients and institutional relationships.
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 3
Lucas Brown
Founder and PresidentCRD 4261145
Victoria Holt
Financial PlannerCRD 5626481
Richard Martin
Financial Advisor and Registered RepresentativeCRD 6819011
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$410M in ETFs
67%
$275M
31%
$135M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $21.2M | 177,816 | 5.16% |
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
Similar firms
Koehler Financial Services, Inc.
RIAStevensville, MI
Firstmetric
RIATroy, MI
Daus Financial Group, LLC
RIAKalamazoo, MI
Beringea, LLC
RIAFarmington Hills, MI
JFR Financial Services, Inc.
RIATrenton, MI
Pathworks Financial, Inc.
RIANovi, MI