Trufp
Firm details
- Headquarters
- Cumming, Georgia
- CRD number
- 299212
- Registered since
- October 30, 2019
- Website
- trufp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI55.44%
- Individuals44.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Trufp is an independent, SEC-registered registered investment adviser organized as a corporation and overseen by an individual owner. The firm focuses on individual and family clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. It employs a mix of fee arrangements — percentage of assets under management, hourly billing, and fixed fees — and is not structured as a capital allocator. Trufp is not an active ESG investor and, per available records, operates from a single office. Trufp has been SEC-registered since 2019 and manages portfolios primarily on a discretionary basis. The firm’s operating model favors pooled public funds and mutual funds for client exposures rather than bespoke direct-investment programs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Contacts
3 of 5
Kenneth Bellavance
Owner and Financial PlannerCRD 6393105
Andrew Castleberry
Partner and Financial PlannerCRD 6691690
Austin Rowland
Financial PlannerCRD 7770557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$574M in ETFs
61%
$348M
19%
$227M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $53.2M | 604,935 | 9.25% |
Location
Cumming, GA
Forsyth
Location
Cumming, GA
Headquartered in Cumming, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Forsyth
- Address
- 3550 Rowe Ln
- Time zone
- ET (UTC-5)
- Office locations
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