Truadvisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 6, 2026, reports $133M in regulatory assets under management, 3 employees, and 346 accounts.
Assets Under Management
$133M
Employees
3
Offices
--
Total Clients
172
Primary office
TAMPA, FL
3030 N ROCKY POINT DRIVE, SUITE 280, TAMPA, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.4% of total clients.
Top client categories% of clientsClients
1
Individuals
81.4%
140
2
HNWI
18.6%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$133Mas of March 6, 2026
Discretionary97.4%
$129M
97% of total RAUM97.4%
Non-discretionary2.6%
$3M
3% of total RAUM2.6%
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$133M
Total Accounts346
10Y AUM Change+$33M (+32.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee57:1
10Y Employee Change0 (0.0%)
* 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.