SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Truadvisors
Tampa, FL
Truadvisors Financial, LLC, CRD 170564
Firm filing updated September 14, 2026 ·
- $132.7MAssets
- 172Clients
- 4Advisory staff
- 346Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals140
- High net worth individuals32
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 140 | $31.6 million |
| High net worth individuals | 32 | $101.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$132.7 million
- Accounts346
- Discretionary$129.3 million · 345 accounts
- Non-discretionary$3.5 million · 1 accounts
People
- Employees4
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents4
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Truadvisors Financial, LLC SEC-registered investment advisor. CRD 170564, SEC file 801-132751.
- Registered with the SEC as an investment advisor (status date on record: May 9, 2025).
Is Truadvisors a fiduciary?
Short answer: Truadvisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
4 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.