← Tributary

TRUVESTMENTS CAPITAL LLC

SARASOTA, FL · CRD 291297 · IAPD ↗ · (855) 955-1982

$660.8MRegulatory AUM
15Advisory reps
17Employees
0Clients
1-10Planning clients
1Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — TRUVESTMENTS CAPITAL LLC added office(s): 12 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2026 — TRUVESTMENTS CAPITAL LLC now reports custody of client assets ($6.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
December 2025 — TRUVESTMENTS CAPITAL LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
April 2025 — TRUVESTMENTS CAPITAL LLC crossed $500M in regulatory AUM ($362.7M -> $601.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
November 2024 — TRUVESTMENTS CAPITAL LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
November 2024 — TRUVESTMENTS CAPITAL LLC added office(s): 10 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
August 2024 — TRUVESTMENTS CAPITAL LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
March 2024 — TRUVESTMENTS CAPITAL LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
March 2024 — TRUVESTMENTS CAPITAL LLC reported RAUM up 36% ($265.9M -> $362.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2024 — TRUVESTMENTS CAPITAL LLC grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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