Overview
Assets Under Management: $133 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 32
Average Client Assets: $3 million
Frequently Asked Questions
TRUADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170564), TRUADVISORS is subject to fiduciary duty under federal law.
TRUADVISORS is headquartered in TAMPA, FL.
TRUADVISORS serves 32 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, TRUADVISORS offers portfolio management for individuals. View all service details ↓
TRUADVISORS manages $133 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, TRUADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.19
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 346
Discretionary Accounts: 345
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 170564
Filing ID: 2056667
Last Filing Date: 2026-02-23 09:10:47