← Back to results
FIRM PROFILE

TRUVESTMENTS CAPITAL LLC

CRD 291297 · Source month: August 2026

Reported business facts

CRD number
291297Reported in SEC monthly data
Legal name
TRUVESTMENTS CAPITAL LLCReported in SEC monthly data
Regulatory assets under management
$660,777,899.00Reported in SEC monthly data
Employees
17Reported in SEC monthly data
Employees performing advisory functions
15Reported in SEC monthly data
Individual clients (other than high net worth)
1,199Reported in SEC monthly data
High net worth individual clients
117Reported in SEC monthly data
Banking or thrift institution clients
Not reportedObserved missing state
Investment company clients
Not reportedObserved missing state
Business development company clients
Not reportedObserved missing state
Other pooled investment vehicle clients
1Reported in SEC monthly data
Pension and profit-sharing plan clients
SuppressedReported in SEC monthly data
Charitable organization clients
Not reportedObserved missing state
State or municipal government clients
Not reportedObserved missing state
Other investment adviser clients
Not reportedObserved missing state
Insurance company clients
Not reportedObserved missing state
Sovereign wealth fund or foreign official clients
Not reportedObserved missing state
Corporation or other business clients
Not reportedObserved missing state
Other clients
Not reportedObserved missing state

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

Report a data issue

Email us the reported field, what needs checking and a supporting public source. Include CRD 291297 and source month 2026-08 if writing your own message. Do not include account numbers or other sensitive information.

Email kyle@greendogtech.com

This opens your email app with the firm and source details filled in. You can also copy the address into your email service. Reports are reviewed manually; sending an email does not change the published data or the underlying SEC filing.

No firms selected for comparison.TRUVESTMENTS CAPITAL LLC · RIA Monitor