Data / Investment advisers / Oregon / Tru Independence Asset Management 2, LLC
Tru Independence Asset Management 2, LLC, Portland, OR: $92.7 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Tru Independence Asset Management 2, LLC is an SEC registered investment adviser with its main office in Portland, Oregon and reports $92.7 million in regulatory assets under management in its Form ADV filed October 30, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 309098
- SEC file number
- 801-118810
- SEC status
- Approved, effective May 27, 2020
- Main office
- 15350 SW Sequoia Parkway Suite 250, Portland, OR 97224
- Phone
- (971) 371-3444
- Regulatory AUM
- $92,691,133 in the Form ADV filed October 30, 2026
- Discretionary AUM
- $92,691,133
- Accounts
- 205
- Employees
- 17, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 125 | $81.3 million |
| Individuals (other than high net worth individuals) | 75 | $8.8 million |
| Pension and profit sharing plans | 1 | $1.6 million |
| Corporations or other businesses | 4 | $947,849 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $92.7 million | September 13, 2026 |
| April 1, 2026 | $264.7 million | March 27, 2026 |
| December 1, 2025 | $217.1 million | March 6, 2025 |
Other advisers in Portland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Soaring Investment Management, LLC | Portland | $112.5 million | Not listed | adviserinfo.sec.gov |
| Compass Investment Advisers, LLC | Portland | $110.5 million | Not listed | adviserinfo.sec.gov |
| Tenbridge Partners LLC | Portland | $110 million | Not listed | adviserinfo.sec.gov |
| Xena Financial Planning, LLC | Portland | $104.5 million | Not listed | adviserinfo.sec.gov |
| Fairchild Capital LLC | Portland | $102.8 million | Not listed | adviserinfo.sec.gov |
| Capybara Management, LLC | Portland | Not listed | 28 | adviserinfo.sec.gov |
| Motus Ventures, LLC | Portland | Not listed | 23 | adviserinfo.sec.gov |
| Mesh Ventures LLC | Portland | Not listed | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portland, OR
- Investment advisers in Oregon
- Advisers with $50 million to $100 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Tru Independence Asset Management 2, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.