TRUSTCORE FINANCIAL SERVICES, LLC
CRD #106522 SEC #801-17538 BRENTWOOD, TN 615-377-1177
SEC Registered Private Funds Disclosures
Total AUM
$2.4B
Discretionary
$2.2B
Employees
46
Clients
--
Accounts
7,758
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2022 | $2.4B | $2.2B | $205.5M | 46 | 0 |
| Nov 2022 | $2.4B | $2.2B | $205.5M | 46 | 0 |
| Apr 2022 | $2.4B | $2.2B | $205.5M | 46 | 0 |
| Mar 2022 | $2.4B | $2.2B | $205.5M | 46 | 0 |
| Jan 2022 | $1.9B | $1.8B | $154.7M | 46 | 0 |
| Nov 2021 | $1.9B | $1.8B | $154.7M | 46 | 0 |
| May 2021 | $1.9B | $1.8B | $154.7M | 46 | 0 |
| Feb 2021 | $1.9B | $1.8B | $154.7M | 46 | 0 |
| Feb 2021 | $1.9B | $1.8B | $154.7M | 46 | 0 |
| Oct 2020 | $1.6B | $1.5B | $157.3M | 44 | 0 |
| Jun 2020 | $1.6B | $1.5B | $157.3M | 44 | 0 |
| Jun 2020 | $1.6B | $1.5B | $157.3M | 44 | 0 |
| Mar 2020 | $1.6B | $1.5B | $157.3M | 44 | 0 |
| Jan 2020 | $1.3B | $1.1B | $115.9M | 42 | 19 |
| Mar 2019 | $1.3B | $1.1B | $115.9M | 42 | 19 |
| Dec 2018 | $1.3B | $1.1B | $121.5M | 44 | 0 |
| Jun 2018 | $1.3B | $1.1B | $121.5M | 44 | 0 |
| Apr 2018 | $1.3B | $1.1B | $121.5M | 44 | 0 |
| Apr 2018 | $1.3B | $1.1B | $121.5M | 44 | 0 |
| Mar 2018 | $1.3B | $1.1B | $121.5M | 44 | 0 |
| Jan 2018 | $1.1B | $754.5M | $341.6M | 43 | 0 |
| Mar 2017 | $1.1B | $754.5M | $341.6M | 45 | 1,200 |
| Mar 2016 | $1B | $672.7M | $341.9M | 46 | 1,100 |
| Mar 2015 | $1.2B | $801.6M | $408.7M | 52 | 1,000 |
| Mar 2015 | $1.2B | $801.6M | $408.7M | 52 | 1,000 |
| Mar 2015 | $1.1B | $659.3M | $426M | 52 | 1,000 |
| Mar 2014 | $1.1B | $659.3M | $426M | 52 | 1,000 |
| Mar 2013 | $1B | $515.4M | $492.8M | 51 | 1,000 |
| Apr 2012 | $895.1M | $26.3M | $868.8M | 11 | 1,000 |
| May 2011 | $1B | $7.4M | $1B | -- | -- |
| Mar 2011 | $1B | $7.4M | $1B | -- | -- |
| Jan 2011 | $851.2M | $1.2M | $850M | -- | -- |
| Dec 2010 | $851.2M | $1.2M | $850M | -- | -- |
| Mar 2009 | $714.8M | $750K | $714M | -- | -- |
| Jan 2007 | $730M | $0 | $730M | -- | -- |
| Feb 2006 | $686M | $0 | $686M | -- | -- |
| Jan 2006 | $600M | $0 | $600M | -- | -- |
| Sep 2005 | $600M | $0 | $600M | -- | -- |
| Jun 2005 | $525M | $0 | $525M | -- | -- |
| Jan 2005 | $525M | $0 | $525M | -- | -- |
| Aug 2004 | $525M | $0 | $525M | -- | -- |
| Aug 2004 | $525M | $0 | $525M | -- | -- |
| Apr 2004 | $525M | $0 | $525M | -- | -- |
| Jan 2004 | $500M | $0 | $500M | -- | -- |
| Jan 2004 | $500M | $0 | $500M | -- | -- |
| Jan 2004 | $500M | $0 | $500M | -- | -- |
| Jan 2004 | $500M | $0 | $500M | -- | -- |
| Apr 2002 | $513M | $0 | $513M | -- | -- |
| Apr 2002 | $513M | $0 | $513M | -- | -- |
| Oct 2001 | $500M | $0 | $500M | -- | -- |
| Jun 2001 | $500M | $0 | $500M | -- | -- |
DateDec 2022
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$205.5M
Employees46
Clients0
DateNov 2022
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$205.5M
Employees46
Clients0
DateApr 2022
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$205.5M
Employees46
Clients0
DateMar 2022
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$205.5M
Employees46
Clients0
DateJan 2022
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$154.7M
Employees46
Clients0
DateNov 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$154.7M
Employees46
Clients0
DateMay 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$154.7M
Employees46
Clients0
DateFeb 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$154.7M
Employees46
Clients0
DateFeb 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$154.7M
Employees46
Clients0
DateOct 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$157.3M
Employees44
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$157.3M
Employees44
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$157.3M
Employees44
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$157.3M
Employees44
Clients0
DateJan 2020
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$115.9M
Employees42
Clients19
DateMar 2019
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$115.9M
Employees42
Clients19
DateDec 2018
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$121.5M
Employees44
Clients0
DateJun 2018
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$121.5M
Employees44
Clients0
DateApr 2018
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$121.5M
Employees44
Clients0
DateApr 2018
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$121.5M
Employees44
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$121.5M
Employees44
Clients0
DateJan 2018
Total AUM$1.1B
Discretionary$754.5M
Non-Disc.$341.6M
Employees43
Clients0
DateMar 2017
Total AUM$1.1B
Discretionary$754.5M
Non-Disc.$341.6M
Employees45
Clients1,200
DateMar 2016
Total AUM$1B
Discretionary$672.7M
Non-Disc.$341.9M
Employees46
Clients1,100
DateMar 2015
Total AUM$1.2B
Discretionary$801.6M
Non-Disc.$408.7M
Employees52
Clients1,000
DateMar 2015
Total AUM$1.2B
Discretionary$801.6M
Non-Disc.$408.7M
Employees52
Clients1,000
DateMar 2015
Total AUM$1.1B
Discretionary$659.3M
Non-Disc.$426M
Employees52
Clients1,000
DateMar 2014
Total AUM$1.1B
Discretionary$659.3M
Non-Disc.$426M
Employees52
Clients1,000
DateMar 2013
Total AUM$1B
Discretionary$515.4M
Non-Disc.$492.8M
Employees51
Clients1,000
DateApr 2012
Total AUM$895.1M
Discretionary$26.3M
Non-Disc.$868.8M
Employees11
Clients1,000
DateMay 2011
Total AUM$1B
Discretionary$7.4M
Non-Disc.$1B
Employees--
Clients--
DateMar 2011
Total AUM$1B
Discretionary$7.4M
Non-Disc.$1B
Employees--
Clients--
DateJan 2011
Total AUM$851.2M
Discretionary$1.2M
Non-Disc.$850M
Employees--
Clients--
DateDec 2010
Total AUM$851.2M
Discretionary$1.2M
Non-Disc.$850M
Employees--
Clients--
DateMar 2009
Total AUM$714.8M
Discretionary$750K
Non-Disc.$714M
Employees--
Clients--
DateJan 2007
Total AUM$730M
Discretionary$0
Non-Disc.$730M
Employees--
Clients--
DateFeb 2006
Total AUM$686M
Discretionary$0
Non-Disc.$686M
Employees--
Clients--
DateJan 2006
Total AUM$600M
Discretionary$0
Non-Disc.$600M
Employees--
Clients--
DateSep 2005
Total AUM$600M
Discretionary$0
Non-Disc.$600M
Employees--
Clients--
DateJun 2005
Total AUM$525M
Discretionary$0
Non-Disc.$525M
Employees--
Clients--
DateJan 2005
Total AUM$525M
Discretionary$0
Non-Disc.$525M
Employees--
Clients--
DateAug 2004
Total AUM$525M
Discretionary$0
Non-Disc.$525M
Employees--
Clients--
DateAug 2004
Total AUM$525M
Discretionary$0
Non-Disc.$525M
Employees--
Clients--
DateApr 2004
Total AUM$525M
Discretionary$0
Non-Disc.$525M
Employees--
Clients--
DateJan 2004
Total AUM$500M
Discretionary$0
Non-Disc.$500M
Employees--
Clients--
DateJan 2004
Total AUM$500M
Discretionary$0
Non-Disc.$500M
Employees--
Clients--
DateJan 2004
Total AUM$500M
Discretionary$0
Non-Disc.$500M
Employees--
Clients--
DateJan 2004
Total AUM$500M
Discretionary$0
Non-Disc.$500M
Employees--
Clients--
DateApr 2002
Total AUM$513M
Discretionary$0
Non-Disc.$513M
Employees--
Clients--
DateApr 2002
Total AUM$513M
Discretionary$0
Non-Disc.$513M
Employees--
Clients--
DateOct 2001
Total AUM$500M
Discretionary$0
Non-Disc.$500M
Employees--
Clients--
DateJun 2001
Total AUM$500M
Discretionary$0
Non-Disc.$500M
Employees--
Clients--