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TRUE FINANCIAL GROUP

CEDAR PARK, TX · CRD 285850 · IAPD ↗ · truefinancialgroup.com · 512-649-2383

$409.0MRegulatory AUM
2Advisory reps
2Employees
5Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — TRUE FINANCIAL GROUP notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — TRUE FINANCIAL GROUP reported RAUM up 33% ($261.0M -> $346.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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