STEVENSVILLE, MICRD 310841Latest ADV March 26, 2026
True Blue Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stevensville, MI. Its latest Form ADV filing, dated March 26, 2026, reports $272M in regulatory assets under management, 4 employees, 1 office, and 993 accounts.
Assets Under Management
$272M
Employees
4
Offices
1 office
Total Clients
575
Primary office
STEVENSVILLE, MI
7889 RED ARROW HIGHWAY, STEVENSVILLE, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.9% of total clients.
Top client categories% of clientsClients
1
Individuals
56.9%
327
2
HNWI
42.3%
243
3
Corporations
0.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$272Mas of March 26, 2026
Discretionary100.0%
$272M
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$272M
Total Accounts993
10Y AUM Change+$78M (+40.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee144:1
10Y Employee Change-1 (-20.0%)
* 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.