True Capital Management

True Capital Management (CRD# 142962) is a financial advisory firm headquartered in San Francisco, CA. They manage $671,523,679 in 269 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    672
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $2,496,371
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AZ, CA, CO, FL, ID, IL, MD, MI, NC, NJ, NV, NY, OH, PA, TN, TX, VA, WA, WI

Financial Advisors at True Capital Management
Showing 1 - 7 of 7 top financial advisors.
1
Jacob D. Bond
CRD#: 4986985
101 Montgomery Street, Suite 2800, San Francisco, CA 94104
93
Wealthminder
score

Jacob Bond (CRD# 4986985) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 12 years of experience in the finance industry.

2
Lori M. Forthmann
CRD#: 4437302
101 Montgomery Street, Suite 2800, San Francisco, CA 94104
93
Wealthminder
score

Lori Forthmann (CRD# 4437302) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 16 years of experience in the finance industry.

3
Heather K. Goodman
CRD#: 4513203
101 Montgomery Street, Suite 2800, San Francisco, CA 94104
93
Wealthminder
score

Heather Goodman (CRD# 4513203) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 15 years of experience in the finance industry.

4
Douglas S. Raetz
CRD#: 3118886
101 Montgomery Street, Suite 2800, San Francisco, CA 94104
93
Wealthminder
score

Douglas Raetz (CRD# 3118886) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 19 years of experience in the finance industry.

5
Christopher C. Schlatter
CRD#: 5902531
101 Montgomery Street, Suite 2800, San Francisco, CA 94104
90
Wealthminder
score

Christopher Schlatter (CRD# 5902531) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 6 years of experience in the finance industry.

6
Justin H. Bass
CRD#: 5106118
101 Montgomery Street, Suite 2800, San Francisco, CA 94104
88
Wealthminder
score

Justin Bass (CRD# 5106118) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 3 years of experience in the finance industry.

7
Kenneth J. Sorosky
CRD#: 2203827
101 Montgomery Street, Suite 2800, San Francisco, CA 94104
83
Wealthminder
score

Kenneth Sorosky (CRD# 2203827) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 25 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.