TRUE FINANCIAL GROUP

RIASEC RegisteredEst. 2017

Total AUM

$409M

Discretionary

$409M

100% of AUM

Avg account

$190K

Accounts

2,148

Employees

Advisory reps

Firm details

Headquarters: CEDAR PARK, Texas
CRD number: 285850
Registered since: March 17, 2017
Website: www.truefg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.17%
Individuals40.83%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

True Financial Group is an independent registered investment adviser that focuses on individual and family clients. Founded and registered in 2017, the firm operates as a Limited Liability Company under individual ownership. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses, with pension consulting listed among its services. Compensation is a mix of percentage-of-AUM and fixed fees. The firm does not position itself as an active ESG investor and is not structured as a multi-state adviser or capital allocator. Investment activity is heavily equity-focused. The manager favors exchange-traded products as the primary vehicle for market exposure and uses mutual funds and third-party real estate managers for additional diversification. Portfolio construction appears to emphasize broad-market ETFs, with a notable allocation to developed markets outside the U.S.