TRUVESTMENTS CAPITAL LLC

RIASEC RegisteredEst. 2018

Total AUM

$661M

Discretionary

$638M

97% of AUM

Avg account

$260K

Accounts

2,541

Employees

Advisory reps

Firm details

Headquarters: LAKEWOOD RANCH, Florida
CRD number: 291297
Registered since: January 5, 2018
Website: www.truvestments.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals56.65%
HNWI40.94%
Pension & Profit Sharing Plans1.43%
Pooled Investment Vehicles0.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Truvestments Capital LLC is an independent registered investment adviser formed in 2018 that serves both high-net-worth individuals/families and institutional clients. The firm functions as a capital allocator and offers financial planning, discretionary portfolio management for individuals and pooled vehicles, and the selection of third‑party managers. Its fees include asset-based charges and hourly billing. Truvestments also acts in sponsor and general-partner roles for pooled vehicles and maintains relationships with insurance-company sponsors. The firm does not identify as an active ESG investor in its filings. It deploys both direct equity allocations and externally managed alternative strategies, and its operating structure is a limited liability company owned by a domestic entity/individual.