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- Custodian
- Anchorage Digital · Bitgo · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-05-2018
- Office Locations
- 12
Office Locations
About Truvestments Capital LLC
Truvestments Capital LLC is an SEC-registered RIA providing concierge-style wealth management for families through a structured, collaborative process. Services include investment consulting, advanced planning (tax-free income, capital protection, charitable impact) and ongoing relationship management. The firm emphasizes objective research and demographic/economic insights (Demogronomics and the Barbell Economy) and also supports advisor and CPA partners with resources and second-opinion reviews.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
KALEB DONALD MCCARTY
Managing Member, Partner
- CRD
- #6546250
- Ownership
- Less than 5%
MICHAEL WAYNE WILLIAMS
Founder & Managing Director
- CRD
- #721975
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Wendy Katherine Chambers
--
- CRD
- #7983865
SHANE RICHARD EIGHME
Investment Advisor Representative
- CRD
- #4210235
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $638,324,416 | $261,608 |
| Non-Discretionary | $22,453,483 | $222,312 |
| Total | $660,777,899 | $260,046 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | 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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