True Capital Management

True Capital Management (CRD# 142962) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,377,404,595 in 283 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,377
    MILLION
  • Total Number of Accounts
    283
    ACCOUNTS
  • Average Account Value
    $4,867,154
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, GA, ID, IL, MD, MI, NC, NJ, NV, NY, OH, PA, TN, TX, VA, WA, WI

Financial Advisors at True Capital Management
Showing 1 - 10 of 10 top financial advisors.
1
Justin H. Bass
CRD#: 5106118
101 Montgomery Street, Suite 2800, San Francisco, CA 94104

Justin Bass (CRD# 5106118) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 7 years of experience in the finance industry.

2
Jacob D. Bond
CRD#: 4986985
101 Montgomery Street, Suite 2800, San Francisco, CA 94104

Jacob Bond (CRD# 4986985) 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
Lori Forthmann
CRD#: 4437302
101 Montgomery Street, Suite 2800, San Francisco, CA 94104

Lori Forthmann (CRD# 4437302) 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.

4
Heather K. Goodman
CRD#: 4513203
101 Montgomery Street, Suite 2800, San Francisco, CA 94104

Heather Goodman (CRD# 4513203) 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
Travis A. Henry
CRD#: 5953648
101 Montgomery Street, Suite 2800, San Francisco, CA 94104

Travis Henry (CRD# 5953648) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 9 years of experience in the finance industry.

6
George H. Lujan
CRD#: 6721805
101 Montgomery Street, Suite 2800, San Francisco, CA 94104

George Lujan (CRD# 6721805) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 4 years of experience in the finance industry.

7
Douglas S. Raetz
CRD#: 3118886
101 Montgomery Street, Suite 2800, San Francisco, CA 94104

Douglas Raetz (CRD# 3118886) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 23 years of experience in the finance industry.

8
Christopher C. Schlatter
CRD#: 5902531
101 Montgomery Street, Suite 2800, San Francisco, CA 94104

Christopher Schlatter (CRD# 5902531) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 9 years of experience in the finance industry.

9
Kenneth J. Sorosky
CRD#: 2203827
101 Montgomery Street, Suite 2800, San Francisco, CA 94104

Kenneth Sorosky (CRD# 2203827) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 29 years of experience in the finance industry.

10
James T. Cheap
CRD#: 7030243
101 Montgomery Street, Suite 2800, San Francisco, CA 94104

James Cheap (CRD# 7030243) is an Investment Advisor Representative working at True Capital Management in San Francisco, CA and has over 2 years of experience in the finance industry.

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