AdvisorCensus / Financial advisors / Indiana / Indianapolis / Truedge Asset Management LLC
Truedge Asset Management LLC is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated March 17, 2026.
Quick answers
From the filingHow is Truedge Asset Management LLC compensated?
On its Form ADV (Item 5.E, October 2026), Truedge Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Truedge Asset Management LLC located?
Truedge Asset Management LLC's principal office is in Indianapolis, IN, according to its Form ADV.
Is Truedge Asset Management LLC registered with the SEC or a state?
Truedge Asset Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323442.
How have Truedge Asset Management LLC's assets and staff changed since 2023?
In the Form ADV data for Truedge Asset Management LLC: Regulatory assets under management: $185,068,142 in the October 2023 data and $306,351 in the October 2025 data, down 100%. Total employees: 4 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Truedge Asset Management LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323442
What changed in Truedge Asset Management LLC's recent Form ADV filings?
In the February 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 17, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 5. Performing investment advisory functions: 1.
- Wrap fee program participation
- Yes.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 5 | March 17, 2026 |
| October 2025 | $306,351 | 5 | May 30, 2025 |
| October 2024 | $280,798 | 5 | April 22, 2024 |
| October 2023 | $185,068,142 | 4 | August 3, 2023 |
Regulatory assets under management: $185,068,142 in the October 2023 data and $306,351 in the October 2025 data, down 100%.
Total employees: 4 in October 2023 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Updated its list of owners and control persons (Schedule A).
- January 2026
- No longer registered or notice-filed in AZ.
- December 2025
- Registered or notice-filed in TX.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Truedge Asset Management LLC (CRD 323442): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/truedge-asset-management-llc-indianapolis-in-323442