Truvestments Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sarasota, FL. Its latest Form ADV filing, dated March 25, 2026, reports $661M in regulatory assets under management, 17 employees, 14 offices, and 2,541 accounts.
Assets Under Management
$661M
Employees
17
Offices
14 offices
Total Clients
1,317
Primary office
SARASOTA, FL
5391 LAKEWOOD RANCH BLVD N, SUITE #303, SARASOTA, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.0% of total clients.
Top client categories% of clientsClients
1
Individuals
91.0%
1,199
2
HNWI
8.9%
117
3
Pooled Investment Vehicles
0.1%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$661Mas of March 25, 2026
Discretionary96.6%
$638M
97% of total RAUM96.6%
Non-discretionary3.4%
$22M
3% of total RAUM3.4%
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$661M
Total Accounts2,541
10Y AUM Change+$530M (+404.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee77:1
10Y Employee Change+9 (+112.5%)
* 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.