TRUADVISORS FINANCIAL, LLC
DBA: TRUADVISORS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $132.7M |
| Discretionary | $129.3M97% of AUM |
| Non-Discretionary | $3.5M |
| Client Accounts | 346 |
| Avg Account Size | $384K |
| Employees | 4 |
| Peak AUM | $132.7MFeb 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $133M | +32.7% | — | — | |
| Discretionary AUM | $129M | ||||
Key Metrics
| Total AUM | $132.7M |
| Discretionary | $129.3M |
| Employees | 4 |
| Client Accounts | 346 |
Contact & Location
Address
3030 N ROCKY POINT DRIVE W
TAMPA FL 33607
Phone
(813) 212-4000
Filing History
13 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$129M
97.4% of AUM
Non-Discretionary
$3M
2.6% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported