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TRUSCO INVESTMENT MANAGEMENT, LLC

NASHVILLE, TN · CRD 285736 · IAPD ↗ · truscomgmt.com · 615-351-6417

$107.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — TRUSCO INVESTMENT MANAGEMENT, LLC (NASHVILLE, TN) is newly SEC-registered with $107.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.