Data / Investment advisers / Florida / Truvestments Capital LLC
Truvestments Capital LLC, Sarasota, FL: $661 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Truvestments Capital LLC is an SEC registered investment adviser with its main office in Sarasota, Florida and reports $661 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and hourly charges. It advises 1 private fund.
The request: Watch Truvestments Capital LLC (CRD number 291297): 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
- 291297
- SEC file number
- 801-112243
- SEC status
- Approved, effective January 5, 2018
- Main office
- 5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240
- Phone
- (855) 955-1982
- Regulatory AUM
- $660,777,899 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $638,324,416
- Non discretionary AUM
- $22,453,483
- Accounts
- 2,541
- Employees
- 17, of which 15 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $6,500,000
- Other offices
- 14
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,199 | $374.3 million |
| High net worth individuals | 117 | $270.5 million |
| Pension and profit sharing plans | Fewer than 5 | $9.4 million |
| Pooled investment vehicles | 1 | $6.5 million |
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 |
|---|---|---|
| April 1, 2026 | $660.8 million | March 25, 2026 |
| December 1, 2025 | $601.2 million | September 5, 2025 |
Other advisers in Sarasota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aristotle Atlantic Partners, LLC | Sarasota | $2.22 billion | Not listed | adviserinfo.sec.gov |
| J. L. Bainbridge & Co., Inc. | Sarasota | $1.37 billion | Not listed | adviserinfo.sec.gov |
| Investment Advisory Group LLC | Sarasota | $1.22 billion | Not listed | adviserinfo.sec.gov |
| Global Financial Private Client | Sarasota | $828.3 million | Not listed | adviserinfo.sec.gov |
| Walsh & Associates, LLC | Sarasota | $827.7 million | Not listed | adviserinfo.sec.gov |
| Tactive Advisors, LLC | Sarasota | $619 million | Not listed | adviserinfo.sec.gov |
| Compound Family Offices, LLC | Sarasota | $540.8 million | Not listed | adviserinfo.sec.gov |
| White Oaks Investment Management, Inc | Sarasota | $496.1 million | 17 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Sarasota, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Truvestments Capital 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.