RIA Intel›Advisers›California›TREUSSARD CAPITAL MANAGEMENT LLC

TREUSSARD CAPITAL MANAGEMENT LLC

Advisory

NEWPORT BEACH, CA

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in CA

#3,076

of 5,480 advisers by AUM

Average account

$1M

across 50 accounts

AUM per adviser

$75M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

MURAWSKI WEALTH MANAGEMENT, LLC

LOS ANGELES, CA

$75M

JPS GLOBAL INVESTMENTS, LLC

$74M

SATORI WEALTH MANAGEMENT, INC.

$75M

PROBITAS FINANCIAL

NEWPORT BEACH, CA

$75M

CAMERON, MURPHY & SPANGLER, INC.

$74M

GINSBERG FINANCIAL STRATEGIES, INC.

WALNUT CREEK, CA

$75M

Get the full picture on TREUSSARD CAPITAL MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TREUSSARD CAPITAL MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans