TRUVESTMENTS CAPITAL LLC

CRD 291297File 801-112243

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$660.8M

Above cohort median (national)

Discretionary AUM

$638.3M

Non-discretionary $22.5M

Clients

1,317

2,541 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jan 5, 2018
Principal office: 5391 LAKEWOOD RANCH BLVD N, SUITE #303, SARASOTA, FL, 34240
Phone: (855) 955-1982
Website: https://www.mcenerneytag.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $660.8M
Discretionary AUM: $638.3M
Non-discretionary AUM: $22.5M
Discretionary accounts: 2,440
Non-discretionary accounts: 101
Total accounts: 2,541
AUM per client: $502K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	117	$270.5M
Pooled investment vehicles	1	$6.5M
Pension and profit sharing plans	Fewer than 5	$9.4M
Individuals (other than high net worth individuals)	1,199	$374.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for pooled investment vehicles
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: Yes

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.