Trufp

RIASEC Registered
Total AUM
$422M
Discretionary
$422M
100% of AUM
Avg account
$159K
Accounts
2,645
Employees
8
Advisory reps
4

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

FINTRX

Overview

Trufp is an independent, individually owned registered investment adviser that focuses on servicing individuals and families. The firm is SEC-registered (initial registration in 2019) and offers a mix of advisory and planning work: financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation comes through percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm does not position itself as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 94%, Exchange Traded Equities 4%, Cash & Cash Equivalents 2%94%
  • Public Funds/Mutual Funds94%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents2%

Contacts

3 of 4
  • Andrew Castleberry

    Andrew Castleberry

    Partner and Financial PlannerCRD 6691690

  • Kenneth Bellavance

    Kenneth Bellavance

    Owner and Financial PlannerCRD 6393105

  • Patrick Paxton

    Patrick Paxton

    Managing DirectorCRD 1128118

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 112

Active vs passive

$616M in ETFs

Passive

53%

$326M

Active

17%

$290M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$56.6M630,4039.19%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth