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TRUMIX ADVISORS
Legal name: GTS FINANCIAL, LLC
CRD 310222File 801-129885
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$169.9M
Bottom 25% of cohort (national)
Discretionary AUM
$169.7M
Non-discretionary $264K
Clients
170
714 accounts
Employees
6
Bottom 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 11, 2024
- Principal office
- 3800 AMERICAN BOULEVARD WEST, SUITE 350, BLOOMINGTON, MN, 55431
- Phone
- 952-222-8286
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $169.9M
- Discretionary AUM
- $169.7M
- Non-discretionary AUM
- $264K
- Discretionary accounts
- 709
- Non-discretionary accounts
- 5
- Total accounts
- 714
- AUM per client
- $1000K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.6M |
| High net worth individuals | 50 | $126.5M |
| Individuals (other than high net worth individuals) | 120 | $41.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 6 | increased by2 |
| Apr 1, 2026 | Clients | 154 | 170 | increased by16 |
| Apr 1, 2026 | AUM | $147,240,337 | $169,917,892 | increased by$22,677,555 |
| Apr 1, 2026 | Accounts | 736 | 714 | decreased by22 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRUMIX ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUMIX ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.