TRUVESTMENTS CAPITAL LLC
  • TRUVESTMENTS CAPITAL LLC
  • ELITE WEALTH ADVISORS
  • LILY WEALTH MANAGEMENT
  • TAMPA BAY ADVISORY
  • SPICER WEALTH
  • SHANE & SHANE
  • SAFSTROM
  • RIZZOTTO WEALTH MANAGEMENT
  • QUIGLEY FINANCIAL SERVICES
  • MCENERNEY TAX ADVISORY GROUP

Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 01/05/2018
ADV Location SARASOTA, FL, United States
Contact Info (85 xxxxxxx
Websites
AUM* 660,777,899 10%
of that, discretionary 638,324,416 9%
Number of Employees 17 6%
of those in investment advisory functions 15 -6%
Private Fund GAV* 6,500,000
Avg Account Size 260,046 17%
% High Net Worth 8.86% 2%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

638M 547M 456M 365M 274M 182M 91M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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