# 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.

- CRD: 323442
- Filed as: TRUEDGE ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323442
- AdvisorCensus page: https://advisorcensus.com/firm/truedge-asset-management-llc-indianapolis-in-323442

## Quick answers

**How 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

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | Not reported | $0 |

### 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truedgeam.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $185,068,142 | 4 | August 3, 2023 |
| October 2024 | $280,798 | 5 | April 22, 2024 |
| October 2025 | $306,351 | 5 | May 30, 2025 |
| October 2026 | Not reported | 5 | March 17, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truedge Asset Management LLC (CRD 323442): Form ADV filing data as of October 2026.