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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-17-2020
- Office Locations
- 1
Office Locations
About True Fiduciary Capital, LLC
True Fiduciary Capital, LLC is a fiduciary, fee-only RIA providing financial and wealth planning (including tax and estate planning support) alongside discretionary portfolio management. The firm serves retail investors, including entrepreneurs, with portfolios primarily implemented using ETFs and complemented by fixed income allocations. A notable fit for ETF distribution: an ETF-centric SMA approach, with custody including Charles Schwab.
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Owner & Executives
RYAN ALEXIS GONZALES
Chief Compliance Officer, First Vice President, Managing Member
- CRD
- #5513286
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,000,000 | $90,000 |
| Non-Discretionary | $0 | $1,650,000 |
| Total | $102,000,000 | $350,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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