TRUVESTMENTS CAPITAL LLC
C18
CRD 291297·SEC 801-112243·SARASOTA, FL
AUM
$660.8M
$500M-$1B
Est. Revenue
$6.6M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$15.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $266.3M
'21 · $252.4M
'22 · $192.8M
'23 · $282.7M
'25 · $601.2M
'26 · $660.8M
'20'26
$266.3M → $660.8M▲ +148%
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 8 advisors
'22 · 8 advisors
'23 · 10 advisors
'25 · 16 advisors
'26 · 15 advisors
'20'26
7 advisors → 15 advisors▲ +114%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
5391 LAKEWOOD RANCH BLVDSUITE #303SARASOTA, FL 34240
Business
5391 LAKEWOOD RANCH BLVDSUITE #303SARASOTA, FL 34240
Edgar Recent Filings
13F-HR2026-05-13 · 0001750405-26-000004
13F-HR2026-02-13 · 0001750405-26-000002