SourcingSourcing

TRUE BLUE FINANCIAL, LLC

C44
CRD 310841·SEC 801-133948·STEVENSVILLE, MI
AUM
$271.5M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$815K
@ 30% margin
Est. Deal Value
$6.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUE BLUE FINANCIAL, LLC
CRD
310841
SEC file #
801-133948
EIN
264281503
DBA names
—

Economics

AUM
$271.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$193.7M → $271.5M▲ +40%
Client mix
Individuals Other327
Individuals High Net Worth243
Corporations5

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
STEVENSVILLE MI
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/18439957(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BROWN, LUCAS, M
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BROWN, LUCAS, M
MARTIN, RICHARD, P.
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:trueblue.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002010212
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-05
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0002010212-26-000005

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3139
Soi Zip Pct 200k Plus
0.1034
Soi Zip Returns 200k Plus
550
Soi Zip Total AGI
587,150
Fdic Zip Total Deposits
4,452,565,000
Fdic Zip Branch Count
123
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Fifth Third Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Lpl Financial4
E*trade4
Edgar Addresses
Mailing
P.O. BOX 198STEVENSVILLE, MI 49127-0198
Business
7889 RED ARROW HIGHWAYSTEVENSVILLE, MI 49127
Edgar EIN
264281503
Edgar Recent Filings
13F-HR2026-04-24 · 0002010212-26-000005
13F-HR2026-02-05 · 0002010212-26-000002
Fdic Zip Branches Raw
Shoreline BankLincoln Township, MI
NBD Bank, National AssociationStevensville, MI
Fdic Zip HHI
1228.51
Fdic Zip Top Bank Share Pct
20.97
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI16,627
Returns1,500
Stub 2
AGI36,035
Returns980
Stub 3
AGI42,085
Returns680
Soi Zip Total Business Income
14,302
Soi Zip Total Cap Gains
19,890
Soi Zip Total Dividends
16,083
Soi Zip Total Returns
5,320
Top Owner CRD
4261145
Trust Company Affiliate
No

People (4)

4
BROWN, LUCAS, M
IAR · Direct Owner · 87.5%
4261145
MARTIN, RICHARD, P.
IAR · Executive Officer · 2.5%
6819011
NICOLE MARIE COAR
IAR
6034924
VICTORIA LEE HOLT
IAR
5626481