# Truemark Investments

> Truemark Investments is an SEC-registered investment advisory firm in Chicago, IL, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 306600
- Filed as: TRUEMARK INVESTMENTS
- Legal name: Truemark Investments, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306600
- AdvisorCensus page: https://advisorcensus.com/firm/truemark-investments-chicago-il-306600

## Quick answers

**How is Truemark Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Truemark Investments reports these compensation arrangements: a percentage of assets under its management.

**Where is Truemark Investments located?**
Truemark Investments' principal office is in Chicago, IL, according to its Form ADV.

**Is Truemark Investments registered with the SEC or a state?**
Truemark Investments is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306600.

**How much does Truemark Investments manage?**
Truemark Investments reports $1,419,410,000 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary).

**How have Truemark Investments' assets and staff changed since 2021?**
In the Form ADV data for Truemark Investments: Regulatory assets under management: $69,490,000 in the October 2021 data and $1,419,410,000 in the October 2026 data, up 1943%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Truemark Investments serve?**
By number of clients on Form ADV Item 5.D: investment companies (27).

**Does Truemark Investments 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/306600

**What changed in Truemark Investments' recent Form ADV filings?**
In the July 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

### Regulatory assets under management (Item 5.F)
- Total: $1,419,410,000
- Discretionary: $1,419,410,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 27 | $1,419,410,000 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- true-shares.com
- truemarkinvestments.com
- Facebook @trueshares
- LinkedIn @trueshares
- X @TrueShares
- YouTube @TrueSharesETFs

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $69,490,000 | 6 | March 4, 2021 |
| October 2022 | $206,183,600 | 6 | April 14, 2022 |
| October 2023 | $195,933,836 | 4 | July 25, 2023 |
| October 2024 | $242,755,769 | 3 | July 30, 2024 |
| October 2025 | $761,807,859 | 4 | March 21, 2025 |
| October 2026 | $1,419,410,000 | 6 | June 10, 2026 |

Regulatory assets under management: $69,490,000 in the October 2021 data and $1,419,410,000 in the October 2026 data, up 1943%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 1 to 3.
- Regulatory assets under management went from $761,807,859 to $1,419,410,000 (+86%).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truemark Investments (CRD 306600): Form ADV filing data as of October 2026.