Ronald John Lumley
Investment adviser representative at Truvestments Capital LLC
18 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$660.8MFirm assets
Are you Ronald John Lumley? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Truvestments Capital LLCFeb 2018 to now
- Apw Capital Formerly Comprehensive Asset Management & ServicingFeb 2009 to Oct 2020
- Skybox Financial Group, Inc.Dec 2008 to Feb 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (FL).
Truvestments Capital LLC
$660.8MAssets managed
1,317Clients
16Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1673760
- Firm CRD
- 291297