Truvestments Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 1 private fund.
Truvestments Capital reports 1,317 clients. They include 1,199 individual clients, 117 high-net-worth individuals and 1 pooled investment vehicle. Of its assets, 96.6% ($638M across 2,440 accounts) are managed with discretion; $22.5M across 101 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 57% |
| High-net-worth individuals | 9% | 41% |
| Pooled investment vehicles | <1% | <1% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,199 | $374M | 56.7% | $312K |
| High-net-worth individuals | 117 | $270M | 40.9% | $2.31M |
| Pooled investment vehicles | 1 | $6.5M | 1.0% | $6.5M |
| Pension and profit-sharing plans | Fewer than 5 | $9.45M | 1.4% | — |
| Total | 1,317 | $661M | 100% | — |
- Clients
- 1,199
- Regulatory AUM
- $374M
- AUM share
- 56.7%
- Avg. per client
- $312K
- Clients
- 117
- Regulatory AUM
- $270M
- AUM share
- 40.9%
- Avg. per client
- $2.31M
- Clients
- 1
- Regulatory AUM
- $6.5M
- AUM share
- 1.0%
- Avg. per client
- $6.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.45M
- AUM share
- 1.4%
- Avg. per client
- —
Total
- Clients
- 1,317
- Regulatory AUM
- $661M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 1–10
Truvestments Capital charges 1.35%–2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed at an hourly rate of $500, which may be negotiable; an estimate of total hours and costs is provided before engagement.
Truvestments Asset Management LLC owns 75% or more of Truvestments Capital and is in turn owned by Siriyanfah Williams LLC (25–50%) and Elite Wealth Advisors LLC (25–50%). It has 17 employees, 15 of them in advisory roles.
Staff
- 17 employees
- 15 in advisory functions
- 15 state-registered reps
- 1 broker-dealer rep
- 12 insurance agents
- 1 soliciting firm
- Owns 75% or more of Truvestments Capital LLC
Truvestments Asset Management LLC
Control person · since August 2017
- Owns 25% to 50% of Truvestments Asset Management LLC
Siriyanfah Williams LLC
Control person · since October 2017
- Owns 25% to 50% of Truvestments Asset Management LLC
Elite Wealth Advisors LLC
Control person · since October 2017
Truvestments Capital’s regulatory assets grew 3.4× from $193M (May 2021) to $661M (March 2026); clients rose from 317 to 1,317 and employees from 8 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $661M | 1,317 | 17 | 15 |
| Mar 2025March 2025 | $601M | 1,473 | 16 | 13 |
| Jul 2024July 2024 | $363M | 838 | 12 | 11 |
| Feb 2023February 2023 | $266M | 718 | 10 | 8 |
| May 2022May 2022 | $283M | 414 | 9 | 7 |
| May 2021May 2021 | $193M | 317 | 8 | 4 |
Besides its headquarters, Truvestments Capital has 14 offices (4 private residences, listed without an address), with 11 listed addresses across 4 states.
Florida · 6 listed addresses
- 5391 Lakewood Ranch BLVD N, Suite #303, SarasotaHQ
- 1930 Park Meadows DR, Fort Myers
- 7747 Mitchell Boulevard, Trinity
- 2945 Cardinal Drive, Vero Beach
- 6767 N. Wickham RD, Melbourne
- 172-A State Street East, Oldsmar
Illinois · 2 listed addresses
- 875 N Michigan Avenue, Chicago
- 175 Olde Half Day Road, Lincolnshire
Ohio · 2 listed addresses
- 2655 Commons BLVD., Beavercreek
- 540 Enterprise Drive, Lewis Center
Washington · 1 listed address
- 2219 Rimland Drive, Bellingham
Other business names
Truvestments Capital has reported 8 other business names to the SEC.
- Lily Wealth Management
- McEnerney Tax Advisory Group
- Quigley Financial Services
- Rizzotto Wealth Management
- Safstrom
- Shane & Shane
- Spicer Wealth
- Tampa Bay Advisory
Contact and registration details
- Legal name
- Truvestments Capital LLC
- Headquarters
- 5391 Lakewood Ranch BLVD N, Suite #303, Sarasota, FL 34240
- Website
- truvestments.com
- Phone
- 855-955-1982
- @11333550
- SEC file
- 801-112243
- Structure
- Florida LLC
- Fiscal year end
- December
Truvestments Capital’s named custodian for separately managed accounts is Charles Schwab ($644M). Truvestments Capital has custody of $6.5M for 1 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $644M100%
At year end, Truvestments Capital’s separately managed accounts were mostly in stocks (78%) and funds (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $673M across 1,150 positions; the largest are Nvidia Corporation (5.2%), Berkshire Hathaway Inc. Del (4.0%) and Invesco Qqq TR (3.8%).
What the accounts hold
- Stocks78%
- Funds16%
- Bonds2%
- Cash4%
How many clients does Truvestments Capital have?
Truvestments Capital has 1,317 clients and manages $661 million for them, as of March 2026. They include 1,199 individual clients, 117 high-net-worth individuals and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Truvestments Capital offer?
Truvestments Capital provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Truvestments Capital charge?
Truvestments Capital charges 1.35%–2.00% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: TRUVESTMENTS CAPITAL LLC ADV BROCHURE, filed 25 March 2026
Which custodians does Truvestments Capital use?
Truvestments Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $644M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Truvestments Capital have?
Truvestments Capital has 15 investment adviser representatives registered with state securities authorities, out of 17 employees, and 15 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 12 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Truvestments Capital invest in?
At the end of its last fiscal year, Truvestments Capital’s separately managed accounts held 78% exchange-traded equities, 16% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 2% U.S. government and agency bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Truvestments Capital?
Truvestments Capital is owned through a holding company by Siriyanfah Williams LLC and Elite Wealth Advisors LLC. Its direct owner is Truvestments Asset Management LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Truvestments Capital get paid?
Truvestments Capital is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Truvestments Capital?
Truvestments Capital’s main office is at 5391 Lakewood Ranch BLVD N, Suite #303, Sarasota, FL 34240. Its phone number is 855-955-1982. Its website is truvestments.com.