Trufinancial Registered Investment Advisory Services, Inc

Overview

Trufinancial Registered Investment Advisory Services, Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm manages all of its assets on a discretionary basis and favors an equity-heavy approach: exchange-traded equities are the primary building block of client portfolios. Its client base is largely individual and family accounts, and the firm charges a percentage-of-AUM fee. Operationally, Trufinancial appears positioned as a boutique RIA with close ties to accounting and insurance professionals, which likely supports financial planning, tax-aware implementation and access to insurance solutions. The adviser is not an active ESG investor and is not structured as a multi-state or institutional pension consultant; its profile reads as a hands-on, retail-focused wealth manager allocating capital primarily to public equities with supplemental use of mutual funds, annuities and third‑party real estate managers for alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices