$409.0M Total AUM
$409.0M Disc. AUM
20.4% 3Y CAGR
2 Employees
672 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-17-2017
- Office Locations
- 1
Office Locations
1464 E Whitestone Blvd Suite 1601 Cedar Park TX
About True Financial Group
True Financial Group is a fee-only, fiduciary RIA in Cedar Park (Austin area) led by financial planners Scott Brischke and Marie Freemyer, providing comprehensive financial planning and investment management for individuals, families, and businesses nationwide. Portfolios are primarily ETF-based with an asset-allocation/index approach; custody includes Charles Schwab.
Team overview
43 AVG AGE
$204.5M AVG AUM / ADVISOR
$608.6K AVG AUM / CLIENT
9.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
S
SCOTT ALLAN BRISCHKE
Financial Advisor, Managing Member
- CRD
- #3255991
- Ownership
- 50% but less than 75%
Available
Available
Available
MARIE ELIZABETH FREEMYER
Chief Compliance Officer, Managing Member
- CRD
- #6278957
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $409,000,000 | $190,410 |
| Non-Discretionary | $0 | -- |
| Total | $409,000,000 | $190,410 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | 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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