DBA: TRUADVISORS
| 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 | +29.8% /yrover 1 yrs · 11 filings |
Total AUM
$133M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $133M | +32.7% | — | — | |
| Discretionary AUM | $129M | ||||
| Total AUM | $132.7M |
| Discretionary | $129.3M |
| Employees | 4 |
| Client Accounts | 346 |
Address
3030 N ROCKY POINT DRIVE W
TAMPA FL 33607
Phone
(813) 212-4000
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$129M
97.4% of AUM
Non-Discretionary
$3M
2.6% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $3M | +36.1% | — | — |
| Total Accounts | 346 | +15.0% | — | — |
| Avg Account Size | $383,616.621 | +15.4% | — | — |
| Employees | 4 | +100.0% | — | — |
| AUM / Employee | $33M | 33.7% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $133M | +32.7% | — | — | |
Client Count Segments | |||||
| HNW Clients | 140 | +366.7% | — | — | |
| Individuals | 32 | 76.1% | — | — | |