TRUVESTMENTS CAPITAL LLC
CRD #291297 SEC #801-112243 SARASOTA, FL 941-753-3814
SEC Registered Private Funds
Total AUM
$601.2M
Discretionary
$586.7M
Employees
16
Clients
1
Accounts
2,712
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 5, 2025
- Branch Offices
- 12
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Booth, Laura, Janene | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Booth, Laura, Janene | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Booth, Laura, Janene | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Booth, Laura, Janene | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER/CCO | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER/CCO | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER/CCO | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER/CCO | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER/CCO | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER/CCO | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER/CCO | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER/CCO | NA | Control |
| MCCARTY, KALEB, DONALD | I | ELECTED MANAGER/CCO | NA | Control |
| MCCARTY, KALEB, DONALD | I | MANAGING MEMBER | NA | Control |
| MCCARTY, KALEB, DONALD | I | MANAGING MEMBER | NA | Control |
| MCCARTY, KALEB, DONALD | I | MANAGING MEMBER | NA | Control |
| MCCARTY, KALEB, DONALD | I | MANAGING MEMBER | NA | Control |
| MCCARTY, KALEB, DONALD | I | MANAGING MEMBER | NA | Control |
| MCCARTY, KALEB, DONALD | I | MANAGING MEMBER | NA | Control |
| MCCARTY, KALEB, DONALD | I | MANAGING MEMBER | NA | Control |
| MCCARTY, KALEB, DONALD | I | MANAGING MEMBER | NA | Control |
| MCCARTY, KALEB, DONALD | I | MANAGING MEMBER | NA | Control |
| MCCARTY, KALEB, DONALD | I | MANAGING MEMBER | NA | Control |
| MCCARTY, KALEB, DONALD | I | MANAGING MEMBER | NA | Control |
| MCCARTY, KALEB, DONALD | I | MANAGING MEMBER | NA | Control |
| MCCARTY, KALEB, DONALD | I | MANAGING MEMBER | NA | Control |
| PACITTI, GREGORY, THOMAS | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACITTI, GREGORY, THOMAS | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACITTI, GREGORY, THOMAS | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACITTI, GREGORY, THOMAS | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACITTI, GREGORY, THOMAS | I | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACITTI, GREGORY, THOMAS | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACITTI, GREGORY, THOMAS | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACITTI, GREGORY, THOMAS | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACITTI, GREGORY, THOMAS | I | ELECTED MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PACITTI, GREGORY, THOMAS | I | MANAGING PARTNER | NA | Control |
| SZABO, DAVID, GEORGE | I | ELECTED MANAGER | NA | Control |
| SZABO, DAVID, GEORGE | I | ELECTED MANAGER | NA | Control |
| SZABO, DAVID, GEORGE | I | ELECTED MANAGER | NA | Control |
| SZABO, DAVID, GEORGE | I | ELECTED MANAGER | NA | Control |
| SZABO, DAVID, GEORGE | I | ELECTED MANAGER | NA | Control |
| SZABO, DAVID, GEORGE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | ELECTED MANAGER | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | MEMBER/CCO | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | MEMBER/CCO | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | MEMBER/CCO | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | MEMBER/CCO | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | MEMBER/CCO | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | MEMBER/CCO | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | MEMBER/CCO | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | MEMBER/CCO | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | MEMBER/CCO | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | MEMBER/CCO | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | MEMBER/CCO | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | MEMBER/CCO | NA | Control |
| WILLIAMS, MICHAEL, WAYNE | I | MEMBER/CCO | NA | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
| TRUVESTMENTS ASSET MANAGEMENT LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MCCARTY, KALEB, DONALD | I | KDMRAM LLC | E | Control |
| MCCARTY, KALEB, DONALD | I | KDMRAM LLC | E | Control |
| MCCARTY, KALEB, DONALD | I | KDMRAM LLC | E | Control |
| MCCARTY, KALEB, DONALD | I | KDMRAM LLC | E | Control |
| MCCARTY, KALEB, DONALD | I | KDMRAM LLC | E | Control |
| PACITTI, GREGORY, THOMAS | I | GP WEALTH MANAGEMENT INC | E | Control |
| PACITTI, GREGORY, THOMAS | I | GP WEALTH MANAGEMENT INC | E | Control |
| PACITTI, GREGORY, THOMAS | I | GP WEALTH MANAGEMENT INC | E | Control |
| PACITTI, GREGORY, THOMAS | I | GP WEALTH MANAGEMENT INC | E | Control |
| PACITTI, GREGORY, THOMAS | I | GP WEALTH MANAGEMENT INC | E | Control |
| WILLIAMS, MICHAEL, WAYNE | I | SIRIYANFAH WILLIAMS LLC | E | Control |
| WILLIAMS, MICHAEL, WAYNE | I | SIRIYANFAH WILLIAMS LLC | E | Control |
| WILLIAMS, MICHAEL, WAYNE | I | SIRIYANFAH WILLIAMS LLC | E | Control |
| WILLIAMS, MICHAEL, WAYNE | I | SIRIYANFAH WILLIAMS LLC | E | Control |
| WILLIAMS, MICHAEL, WAYNE | I | SIRIYANFAH WILLIAMS LLC | E | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| ELITE WEALTH ADVISORS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| GP WEALTH MANAGEMENT INC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| GP WEALTH MANAGEMENT INC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| GP WEALTH MANAGEMENT INC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| GP WEALTH MANAGEMENT INC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| GP WEALTH MANAGEMENT INC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| KDMRAM LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| KDMRAM LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| KDMRAM LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| KDMRAM LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| KDMRAM LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
| SIRIYANFAH WILLIAMS LLC | DE | TRUVESTMENTS ASSET MANAGEMENT LLC | C | Control |
Registrations
Federal
IA
Sep 5, 2025 REGISTERED
Notice Filings (14)
CA CT FL IL LA NC NH NJ NV NY OH PA TX WA
Address
5391 LAKEWOOD RANCH BLVD NSUITE #303
SARASOTA, FL 34240
United States
Phone: 941-753-3814