CRD: 285736
Trusco Investment Management, LLC
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- Custodian
- Raymond James ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-18-2017
- Office Locations
- 1
Office Locations
About Trusco Investment Management, LLC
Trusco Investment Management is a Nashville-based advisory firm providing customized investment strategies and financial planning for individuals, families, family offices, and institutions such as endowments and foundations, with dedicated support for women investors. Portfolios emphasize asset allocation using public funds, ETFs, and fixed income, with experience in alternatives and infrastructure. Custodied through Raymond James.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GEORGE DIBRELL SMITH JR
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #1778962
- Ownership
- 75% or more
THOMAS FAIRFAX LANDSTREET
Owner, President
- CRD
- #2597664
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,520,966 | $1,014,767 |
| Non-Discretionary | $2,453,136 | $817,712 |
| Total | $106,974,102 | $1,009,190 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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