PPrivate Fund Data Log in Join · $37/mo

Stacy Leigh Sizemore

Chief Compliance OfficerTru Independence Asset Management, LLCCRD 4052029

About Stacy Leigh Sizemore

Stacy Leigh Sizemore is listed as Chief Compliance Officer at Tru Independence Asset Management, LLC in Portland, OR. Form ADV reports a beneficial ownership band of Under 5%. Stacy Leigh Sizemore is associated with 14 registered advisers.

Reported ownership

Owns Under 5% of Tru Independence Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Stacy Leigh Sizemore work?

Stacy Leigh Sizemore is listed as Chief Compliance Officer at Tru Independence Asset Management, LLC on SEC Form ADV.

How much of Tru Independence Asset Management, LLC does Stacy Leigh Sizemore own?

Form ADV reports a beneficial ownership band of Under 5%.

Tru Independence Asset Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2019
View Tru Independence Asset Management, LLC →

Jackson Square Capital, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2019
View Jackson Square Capital, LLC →

Vision Capital Management, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2022
View Vision Capital Management, Inc. →

Tru Independence Asset Management 2, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2020
View Tru Independence Asset Management 2, LLC →

Vestia Advisors, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2019
View Vestia Advisors, LLC →

Spirepoint Private Client, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
View Spirepoint Private Client, LLC →

Tred Avon Family Wealth, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Tred Avon Family Wealth, LLC →

Laurel Oak Wealth Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Laurel Oak Wealth Management, LLC →

Sbe LLC Dba Cedar Cove Wealth Partners

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Sbe LLC Dba Cedar Cove Wealth Partners →

Granite Islands Private Wealth, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Granite Islands Private Wealth, LLC →

Mindset Asset Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Mindset Asset Management, LLC →

Mw Advisory, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Mw Advisory, LLC →

Tenet Wealth Partners, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2025
View Tenet Wealth Partners, LLC →

Stackstone Wealth, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2026
View Stackstone Wealth, LLC →