TRUE FINANCIAL, LLC

RIASEC Registered

Total AUM

$11.8M

Discretionary

$11.8M

100% of AUM

Avg account

$153K

Accounts

Employees

Advisory reps

Firm details

Headquarters: HOUMA, Louisiana
CRD number: 333363
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI57.45%
Individuals41.54%
Pension & Profit Sharing Plans1.01%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

True Financial, LLC is a small independent registered investment advisor that focuses on hands-on wealth management and financial planning for individuals, families and select institutional clients. The firm leans heavily on pooled public funds and mutual funds as the core vehicle for client portfolios, while also offering fee arrangements that include both percentage-of-AUM and fixed-fee engagements. Advisory services explicitly include financial planning, portfolio management for individuals and small businesses, and pension consulting, alongside an industry affiliation with a law firm that suggests coordination with legal advisors for estate, trust or other legal needs. Investment practice appears pragmatic rather than thematic: the firm is not flagged as an active ESG investor and is not structured as a capital allocator. Given the small scale of assets and client base, portfolio decisions likely prioritize turnkey, diversified mutual fund solutions supplemented with bespoke planning for higher-complexity clients.