Overview
Assets Under Management: $107 million
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 30
Average Client Assets: $2.4 million
Frequently Asked Questions
TRUSCO INVESTMENT MANAGEMENT, LLC 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 #285736), TRUSCO INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
TRUSCO INVESTMENT MANAGEMENT, LLC is headquartered in NASHVILLE, TN.
TRUSCO INVESTMENT MANAGEMENT, LLC serves 30 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, TRUSCO INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TRUSCO INVESTMENT MANAGEMENT, LLC manages $107 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, TRUSCO INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.21%
Average Client Assets: $2.4 million
Total Client Accounts: 106
Discretionary Accounts: 103
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 285736
Filing ID: 2053845
Last Filing Date: 2026-02-23 11:23:46