Trutoro is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conway, AR. Its latest Form ADV filing, dated March 31, 2026, reports $142M in regulatory assets under management, 9 employees, 3 offices, and 1,428 accounts.
Assets Under Management
$142M
Employees
9
Offices
3 offices
Total Clients
987
Primary office
CONWAY, AR
2201 WASHINGTON AVENUE, SUITE 2, CONWAY, AR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.4% of total clients.
Top client categories% of clientsClients
1
Individuals
93.4%
922
2
HNWI
3.9%
38
3
Corporations
1.4%
14
4
Pension Plans
1.1%
11
5
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$142Mas of March 31, 2026
Discretionary99.1%
$141M
99% of total RAUM99.1%
Non-discretionary0.9%
$1M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$142M
Total Accounts1,428
10Y AUM Change+$27M (+23.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee110:1
10Y Employee Change-12 (-57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.