Truvestments Capital LLC

Truvestments Capital LLC (CRD# 291297) is a financial advisory firm headquartered in Sarasota, FL. They manage $362,691,519 in 1,587 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL 34240
https://www.linkedin.com/company/11333550/
By the Numbers
  • Total Assets Under Management
    363
    MILLION
  • Total Number of Accounts
    1,587
    ACCOUNTS
  • Average Account Value
    $228,539
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, LA, NC, NH, NJ, NV, NY, OH, PA, TX

Financial Advisors at Truvestments Capital LLC
Showing 1 - 10 of 10 top financial advisors.
1
Danny Howes, financial advisor Vero Beach FL
Danny C. Howes
CRD#: 5481834
2945 Cardinal Dr., Vero Beach, FL 32963

Danny Howes (CRD# 5481834) is an Investment Advisor Representative working at Truvestments Capital LLC in Vero Beach, FL and has over 16 years of experience in the finance industry.

2
Daniel Korth, financial advisor Arroyo Grande CA
Daniel L. Korth
CRD#: 2308456
Arroyo Grande, CA

Daniel Korth (CRD# 2308456) is an Investment Advisor Representative working at Truvestments Capital LLC in Arroyo Grande, CA and has over 31 years of experience in the finance industry.

3
John Kostaken, financial advisor Chicago IL
John J. Kostaken
CRD#: 7070536
980 North Michigan Avenue, 14th Floor, Chicago, IL 60611

John Kostaken (CRD# 7070536) is an Investment Advisor Representative working at Truvestments Capital LLC in Chicago, IL and has over 5 years of experience in the finance industry.

4
Ronald Lumley, financial advisor Sarasota FL
Ronald J. Lumley
CRD#: 1673760
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL 34240

Ronald Lumley (CRD# 1673760) is an Investment Advisor Representative working at Truvestments Capital LLC in Sarasota, FL and has over 32 years of experience in the finance industry.

5
Kaleb McCarty, financial advisor Sarasota FL
Kaleb D. McCarty
CRD#: 6546250
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL 34240

Kaleb McCarty (CRD# 6546250) is an Investment Advisor Representative working at Truvestments Capital LLC in Sarasota, FL and has over 8 years of experience in the finance industry.

6
Nicolas Ranocchia, financial advisor Trinity FL
Nicolas A. Ranocchia
CRD#: 6990623
7747 Mitchell Boulevard, Suite A, Trinity, FL 34655

Nicolas Ranocchia (CRD# 6990623) is an Investment Advisor Representative working at Truvestments Capital LLC in Trinity, FL and has over 5 years of experience in the finance industry.

7
Shane Swearingen, financial advisor Sarasota FL
Shane B. Swearingen
CRD#: 6112288
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL 34240

Shane Swearingen (CRD# 6112288) is an Investment Advisor Representative working at Truvestments Capital LLC in Sarasota, FL and has over 5 years of experience in the finance industry.

8
Michael Williams, financial advisor Chicago IL
Michael W. Williams
CRD#: 721975
980 North Michigan Avenue, 14th Floor, Chicago, IL 60611

Michael Williams (CRD# 721975) is an Investment Advisor Representative working at Truvestments Capital LLC in Chicago, IL and has over 40 years of experience in the finance industry.

9
Shane Eighme, financial advisor Sarasota FL
Shane R. Eighme
CRD#: 4210235
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL 34240

Shane Eighme (CRD# 4210235) is an Investment Advisor Representative working at Truvestments Capital LLC in Sarasota, FL and has over 21 years of experience in the finance industry.

10
Mathew Manning, financial advisor Sarasota FL
Mathew B. Manning
CRD#: 6826562
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL 34240

Mathew Manning (CRD# 6826562) is an Investment Advisor Representative working at Truvestments Capital LLC in Sarasota, FL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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