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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-05-2023
- Office Locations
- 1
Office Locations
About Treussard Capital Management
Treussard Capital Management is a boutique, independent fiduciary RIA led by founder Jonathan Treussard, Ph.D. The firm provides portfolio management and wealth planning for individuals and multi-generational families, executives with concentrated stock or liquidity events, select endowments/foundations, and cross-border households. Investment work emphasizes tax-aware portfolio design, disciplined risk management, and direct advisor access with no product sales or third-party compensation.
Team overview
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Custodian
Investment Themes
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Owner & Executives
Jonathan Treussard
Chief Compliance Officer, Managing Member
- CRD
- #7722479
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,521,370 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,521,370 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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