# Truvestments Capital LLC

> Truvestments Capital LLC is an SEC-registered investment advisory firm in Sarasota, FL, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 291297
- Filed as: TRUVESTMENTS CAPITAL LLC
- Also doing business as: LILY WEALTH MANAGEMENT, MCENERNEY TAX ADVISORY GROUP, QUIGLEY FINANCIAL SERVICES, RIZZOTTO WEALTH MANAGEMENT, SAFSTROM, SHANE & SHANE, SPICER WEALTH, TAMPA BAY ADVISORY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291297
- AdvisorCensus page: https://advisorcensus.com/firm/truvestments-capital-llc-sarasota-fl-291297

## Quick answers

**How is Truvestments Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Truvestments Capital LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Truvestments Capital LLC located?**
Truvestments Capital LLC's principal office is in Sarasota, FL, according to its Form ADV; the April 2026 filing also lists 10 other offices (Schedule D, Section 1.F).

**Is Truvestments Capital LLC registered with the SEC or a state?**
Truvestments Capital LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291297.

**How much does Truvestments Capital LLC manage?**
Truvestments Capital LLC reports $660,777,899 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (97% discretionary).

**How have Truvestments Capital LLC's assets and staff changed since 2021?**
In the Form ADV data for Truvestments Capital LLC: Regulatory assets under management: $192,816,341 in the October 2021 data and $660,777,899 in the October 2026 data, up 243%. Total employees: 8 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Truvestments Capital LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,199); high net worth individuals (117); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Truvestments Capital LLC use?**
Truvestments Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Truvestments Capital 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/291297

**Does Truvestments Capital LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Truvestments generally does not impose a minimum relationship size."

**What changed in Truvestments Capital LLC's recent Form ADV filings?**
In the April 2026 filing data: Added the business name McEnerney Tax Advisory Group. Added the business name Rizzotto Wealth Management. Added the business name Quigley Financial Services. Added the business name Tampa Bay Advisory. Added the business name Spicer Wealth. Added the business name Shane & Shane. Added the business name Safstrom. Employees performing advisory functions went from 16 to 15. Changed its office addresses in Chicago, IL. Added an office in Lewis Center, OH. Added an office in Lincolnshire, IL. Added an office in Oldsmar, FL. No longer lists an office in Seattle, WA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Account minimum: None

> Truvestments generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $660,777,899
- Discretionary: $638,324,416
- Non-discretionary: $22,453,483

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,199 | $374,337,979 |
| High net worth individuals | 117 | $270,494,871 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $6,500,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $9,445,049 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 17 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, IL, LA, NC, NH, NJ, NV, NY, OH, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Beavercreek, OH
- Bellingham, WA
- Chicago, IL
- Fort Myers, FL
- Lewis Center, OH
- Lincolnshire, IL
- Melbourne, FL
- Oldsmar, FL
- Trinity, FL
- Vero Beach, FL

### Websites listed on Form ADV (Item 1.I)
- lilywealthmanagement.com
- mcenerneytag.com
- quigleyfinancialservices.com
- rizzottowealth.com
- shaneandshanefinancial.com
- spicerwealth.com
- tampabayadvisory.com
- truvestments.com
- Facebook @TRUVESTMENTS
- LinkedIn @11333550
- LinkedIn linkedin.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $192,816,341 | 8 | May 5, 2021 |
| October 2022 | $282,733,983 | 9 | May 4, 2022 |
| October 2023 | $265,925,562 | 10 | February 23, 2023 |
| October 2024 | $362,691,519 | 12 | July 14, 2024 |
| October 2025 | $601,243,175 | 16 | March 11, 2025 |
| October 2026 | $660,777,899 | 17 | March 25, 2026 |

Regulatory assets under management: $192,816,341 in the October 2021 data and $660,777,899 in the October 2026 data, up 243%.
Total employees: 8 in October 2021 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name McEnerney Tax Advisory Group.
- Added the business name Rizzotto Wealth Management.
- Added the business name Quigley Financial Services.
- Added the business name Tampa Bay Advisory.
- Added the business name Spicer Wealth.
- Added the business name Shane & Shane.
- Added the business name Safstrom.
- Employees performing advisory functions went from 16 to 15.
- Changed its office addresses in Chicago, IL.
- Added an office in Lewis Center, OH.
- Added an office in Lincolnshire, IL.
- Added an office in Oldsmar, FL.
- No longer lists an office in Seattle, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truvestments Capital LLC (CRD 291297): Form ADV filing data as of October 2026.