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Truvestments Capital LLC

● SEC registered since 2018CRD 291297SEC# 801-112243Sarasota, FL
Export (members)
Reg. AUM
$601.2M
Employees
16
Accounts
2,712
Location
Sarasota, FL

Truvestments Capital LLC assets under management

Truvestments Capital LLC is an investment advisory firm registered with the SEC based in Sarasota, FL. The firm has been registered since 2018. It reports $601.2 million in regulatory assets under management and employs 16 people.

Truvestments Capital LLC owners & executives

5 reported
NameTitleOwnershipSince
Kaleb Donald McCarty ControlManaging MemberUnder 5%2017
Michael Wayne Williams ControlMember/CcoUnder 5%2017
Truvestments Asset Management LLC ControlMemberOver 75%2017
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Frequently asked questions

How much does Truvestments Capital LLC manage?

Truvestments Capital LLC reports $601.2 million in regulatory assets under management on its Form ADV.

How many employees does Truvestments Capital LLC have?

Truvestments Capital LLC reports 16 employees.

Where is Truvestments Capital LLC located?

Truvestments Capital LLC is based in Sarasota, FL and has been SEC-registered since 2018.

Does Truvestments Capital LLC disclose fund performance?

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

Contact & registration

Address5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL 34240
Phone(855) 955-1982
Fax941-755-7055
Office hours9:00 a.m. - 5:00 P.M
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$586.7M
Non-discretionary$14.6M
Total (RAUM)$601.2M