T
$271.5M Total AUM
$271.5M Disc. AUM
-- 3Y CAGR
4 Employees
575 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-15-2020
- Office Locations
- 1
Office Locations
7889 RED Arrow Highway Stevensville MI
About True Blue Financial, LLC
True Blue Financial, LLC is a Stevensville-based RIA. The firm has been operating for 5 years. Managing $271.5M in total assets under management, with 4 advisory representatives. They custody assets with LPL Financial.
Team overview
51 AVG AGE
$67.9M AVG AUM / ADVISOR
$472.2K AVG AUM / CLIENT
5.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LUCAS M BROWN MR.
Chief Compliance Officer, President
- CRD
- #4261145
- Ownership
- 75% or more
Available
Available
Available
R
RICHARD P. MARTIN III
VICE PRESIDENT
- CRD
- #6819011
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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NICOLE MARIE COAR
--
- CRD
- #6034924
Available
Available
Available
VICTORIA LEE HOLT
--
- CRD
- #5626481
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $271,506,698 | $273,421 |
| Non-Discretionary | $0 | -- |
| Total | $271,506,698 | $273,421 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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