Truvestments Capital LLC

Truvestments Capital LLC (CRD# 149094) is a financial advisory firm headquartered in Sarasota, FL. They manage $122,500,000 in 247 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    247
    ACCOUNTS
  • Average Account Value
    $495,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, NH, OH, TX

Financial Advisors at Truvestments Capital LLC
Showing 1 - 5 of 5 top financial advisors.
1
Ronald J. Lumley
CRD#: 1673760
1990 Main Street, Suite 750, Sarasota, FL 34236
96
Wealthminder
score

Ronald Lumley (CRD# 1673760) is an Investment Advisor Representative working at Truvestments Capital LLC in Sarasota, FL and has over 26 years of experience in the finance industry. Ronald Lumley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John F. Whitcomb
CRD#: 464806
8792 Sr 70, Suite 101, Bradenton, FL 34202
93
Wealthminder
score

John Whitcomb (CRD# 464806) is an Investment Advisor Representative working at Truvestments Capital LLC in Bradenton, FL and has over 32 years of experience in the finance industry.

3
Kaleb D. McCarty
CRD#: 6546250
2 N. Tamiami Tr. Ste 306, Sarasota, FL 34236
89
Wealthminder
score

Kaleb McCarty (CRD# 6546250) is an Investment Advisor Representative working at Truvestments Capital LLC in Sarasota, FL and has over 2 years of experience in the finance industry.

4
Cameron S. Parsons
CRD#: 6591919
8792 Sr 70, Suite 101, Bradenton, FL 34202
89
Wealthminder
score

Cameron Parsons (CRD# 6591919) is an Investment Advisor Representative working at Truvestments Capital LLC in Bradenton, FL and has over 2 years of experience in the finance industry.

5
Gregory T. Pacitti
CRD#: 3258958
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL 34240
86
Wealthminder
score

Gregory Pacitti (CRD# 3258958) is an Investment Advisor Representative working at Truvestments Capital LLC in Sarasota, FL and has over 15 years of experience in the finance industry. Gregory Pacitti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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