RIA Intel›Advisers›Florida›TRUVESTMENTS CAPITAL LLC

TRUVESTMENTS CAPITAL LLC

Advisory

N·SARASOTA, FL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$661M

1-Year AUM Growth

+36.4%

3-Year CAGR

+19.2%

Employees

15

Assets Under Management

Total AUM$661M

Discretionary AUM$638M

Non-Discretionary AUM$22M

Discretionary %96.6%

Total Clients1,473

Team

Total Employees15

Investment Advisers17

Employee Growth (1Y)+16.7%

Filing History

Total Filings on Record33

First FilingDec 1, 2017

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 33 historical filings spanning 9+ 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 TRUVESTMENTS CAPITAL LLC

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