CRD: 168256
TRU Independence Asset Management, LLC
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- Custodian
- Baird · Betterment · Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · Raymond James · RBC · UBS · US Bank · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-05-2013
- Office Locations
- 4
Office Locations
About TRU Independence Asset Management, LLC
TRU Independence Asset Management, LLC (WA Park Advisors) provides actively managed portfolios for retail and institutional investors, grounded in fundamentals and strategic risk management. The team draws on backgrounds in law, finance, accounting, and economics and emphasizes disciplined buy/sell decisions rather than trend-chasing. Portfolios are largely implemented with ETFs alongside public funds and U.S. government/agency bonds, delivered with high-touch client communication.
Team overview
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Investment Themes
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Platform
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Owner & Executives
Kevin Joseph Miller
Chief Legal Officer
- CRD
- #4133001
- Ownership
- Less than 5%
Stacy Sizemore
Chief Compliance Officer
- CRD
- #4052029
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MAXWELL HARRISON CAMP
Director
- CRD
- #6260187
Thomas Cleveland
--
- CRD
- #5684334
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $336,851,857 | $318,085 |
| Non-Discretionary | $0 | -- |
| Total | $336,851,857 | $318,085 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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