Trueman Brown

RIASEC Registered

Total AUM

$196M

Discretionary

$191M

97% of AUM

Avg account

$526K

Accounts

373

Employees

Advisory reps

Firm details

Headquarters: Lake Zurich, Illinois
CRD number: 141602
Registered since: April 8, 2021
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.44%
Individuals10.03%
Pension & Profit Sharing Plans2.53%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Trueman Brown is an independent, individual-owned RIA that registered with the SEC in 2021. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that also selects third‑party managers. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. Compensation mixes across percentage-of-AUM, hourly, and fixed-fee arrangements. Trueman Brown does not identify as an active ESG investor.