Data / Investment advisers / Tennessee / Trusco Investment Management, LLC
Trusco Investment Management, LLC, Nashville, TN: $107 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Trusco Investment Management, LLC is an SEC registered investment adviser with its main office in Nashville, Tennessee and reports $107 million in regulatory assets under management in its Form ADV filed August 28, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Trusco Investment Management, LLC (CRD number 285736): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 285736
- SEC file number
- 801-135647
- SEC status
- Approved, effective March 25, 2026
- Main office
- 2932 Foster Creighton Dr, Nashville, TN 37204
- Phone
- (615) 351-6417
- Website
- truscomgmt.com
- Regulatory AUM
- $106,974,102 in the Form ADV filed August 28, 2026
- Discretionary AUM
- $104,520,966
- Non discretionary AUM
- $2,453,136
- Accounts
- 106
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 28, 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 | 30 | $73 million |
| Corporations or other businesses | Fewer than 5 | $31.4 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2.6 million |
Other advisers in Nashville
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Highland Rim Capital, L.P. | Nashville | $209.7 million | 2 | adviserinfo.sec.gov |
| Creative Investment Group | Nashville | $209 million | Not listed | adviserinfo.sec.gov |
| Jefferson Bridge Capital, LLC | Nashville | $146.2 million | Not listed | adviserinfo.sec.gov |
| Davis, Davis and Conover Wealth Management, LLC | Nashville | $144.9 million | Not listed | adviserinfo.sec.gov |
| Ironhorse Capital LLC | Nashville | $120.5 million | Not listed | adviserinfo.sec.gov |
| Lexington Financial/Life Management, LLC | Nashville | $106.8 million | 2 | adviserinfo.sec.gov |
| Chamberlain Lane Capital, LLC | Nashville | $100 million | Not listed | adviserinfo.sec.gov |
| Jumpstart Health | Nashville | Not listed | 17 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Nashville, TN
- Investment advisers in Tennessee
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Trusco Investment Management, 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.