# Treussard Capital Management

> Treussard Capital Management is a state-registered investment advisory firm in Newport Beach, CA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 326105
- Filed as: TREUSSARD CAPITAL MANAGEMENT
- Legal name: Treussard Capital Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326105
- AdvisorCensus page: https://advisorcensus.com/firm/treussard-capital-management-newport-beach-ca-326105

## Quick answers

**How is Treussard Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Treussard Capital Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Treussard Capital Management located?**
Treussard Capital Management's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Treussard Capital Management registered with the SEC or a state?**
Treussard Capital Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326105.

**How much does Treussard Capital Management manage?**
Treussard Capital Management reports $74,521,370 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (100% discretionary).

**What types of clients does Treussard Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (9).

**Does Treussard Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/326105

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $74,521,370
- Discretionary: $74,521,370
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $5,297,604 |
| High net worth individuals | 11 | $69,223,766 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [open.spotify.com/show/3ySvuOm24mSCflqUOWlrhy](https://open.spotify.com/show/3ySvuOm24mSCflqUOWlrhy)
- [podcasts.apple.com/us/podcast/treussard-talks/id1811668602](https://podcasts.apple.com/us/podcast/treussard-talks/id1811668602)
- [treussard-talks.podbean.com](https://treussard-talks.podbean.com)
- [treussard.com](https://treussard.com)
- [wealth-empowered.beehiiv.com](https://wealth-empowered.beehiiv.com)
- Facebook @TreussardCapitalManagement
- Instagram @jonathan_treussard
- LinkedIn @treussard-capital-management
- LinkedIn @jonathantreussard
- YouTube @treussardtalks

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Treussard Capital Management (CRD 326105): Form ADV filing data as of October 2026.