TRUADVISORS

Legal name: TRUADVISORS FINANCIAL, LLC

CRD 170564File 801-132751

APPROVED

Retail clients

Custody

Filing as of Aug 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$132.7M

Bottom 25% of cohort (national)

Discretionary AUM

$129.3M

Non-discretionary $3.5M

Clients

172

346 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: May 9, 2025
Principal office: 3030 N ROCKY POINT DRIVE W, SUITE 280, TAMPA, FL, 33607
Phone: (813) 212-4000
Website: https://www.truadvisors.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $132.7M
Discretionary AUM: $129.3M
Non-discretionary AUM: $3.5M
Discretionary accounts: 345
Non-discretionary accounts: 1
Total accounts: 346
AUM per client: $772K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	32	$101.1M
Individuals (other than high net worth individuals)	140	$31.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.