True Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cedar Park, TX. Its latest Form ADV filing, dated March 30, 2026, reports $409M in regulatory assets under management, 2 employees, and 2,148 accounts.
Assets Under Management
$409M
Employees
2
Offices
--
Total Clients
667
Primary office
CEDAR PARK, TX
1464 E WHITESTONE BLVD, SUITE 1601, CEDAR PARK, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.7% of total clients.
Top client categories% of clientsClients
1
Individuals
77.7%
518
2
HNWI
22.3%
149
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$409Mas of March 30, 2026
Discretionary100.0%
$409M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$409M
Total Accounts2,148
10Y AUM Change+$409M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee334:1
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.