RIA Intel›Advisers›Tennessee›TRUSTCORE FINANCIAL SERVICES, LLC

TRUSTCORE FINANCIAL SERVICES, LLC

Advisory

N·BRENTWOOD, TN

Data as of Dec 16, 2022 · Source: SEC Form ADV

Total AUM

$2.4B

1-Year AUM Growth

+23.5%

3-Year CAGR

+24.4%

Employees

32

Assets Under Management

Total AUM$2.4B

Discretionary AUM$2.2B

Non-Discretionary AUM$205M

Discretionary %91.3%

Total Clients—

Team

Total Employees32

Investment Advisers46

Employee Growth (1Y)—

Filing History

Total Filings on Record75

First FilingJan 30, 2001

Latest FilingDec 16, 2022

🔒 Full AUM trend chart and 75 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRUSTCORE FINANCIAL SERVICES, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.