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True Blue Financial, LLC

● SEC registered since 2025CRD 310841SEC# 801-133948Stevensville, MI
Export (members)
Reg. AUM
$193.7M
Employees
5
Accounts
726
Location
Stevensville, MI

True Blue Financial, LLC assets under management

True Blue Financial, LLC is an investment advisory firm registered with the SEC based in Stevensville, MI. The firm has been registered since 2025. It reports $193.7 million in regulatory assets under management and employs 5 people.
linkedin.com/company/18439957View on SEC.gov ↗

True Blue Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Lucas M Brown ControlMember, President, & Chief Compliance OfficerOver 75%2009
Richard P. Martin ControlVice PresidentUnder 5%2019

Frequently asked questions

How much does True Blue Financial, LLC manage?

True Blue Financial, LLC reports $193.7 million in regulatory assets under management on its Form ADV.

How many employees does True Blue Financial, LLC have?

True Blue Financial, LLC reports 5 employees.

Where is True Blue Financial, LLC located?

True Blue Financial, LLC is based in Stevensville, MI and has been SEC-registered since 2025.

Does True Blue Financial, LLC disclose fund performance?

True Blue Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7889 Red Arrow Highway, Stevensville, MI 49127
Phone(269) 982-2710
Fax(269) 924-0959
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2010212
Discloses disciplinary historyNo

Assets under management

Discretionary$193.7M
Non-discretionary$0
Total (RAUM)$193.7M