Unclaimed Profile

Gary Bret Fincher

TRUE CAPITAL MANAGEMENT LLC·SAN FRANCISCO, California

SIE, Series 6, Series 7, Series 24, Series 63Clean record22 years registeredTRUE CAPITAL MANAGEMENT LLC

101 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 2370917Firm CRD# 142962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gary Bret Fincher · SAN FRANCISCO, CA

Registration

CRD #2370917 · TRUE CAPITAL MANAGEMENT LLC · 22 years registered

Brand Profile

Not yet started

Career History

CRESSET ASSET MANAGEMENT, LLC

May 2023 – present

M HOLDINGS SECURITIES, INC.

May 2022 – Dec 2022

NASHVILLE, TN

TRUE CAPITAL MANAGEMENT

Apr 2022 – May 2023

Nashville, TN

M HOLDINGS SECURITIES, INC.

Sep 2010 – Apr 2022

NASHVILLE, TN

SECURIAN FINANCIAL SERVICES, INC.

Mar 2004 – Sep 2010

FRANKLIN, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · March 15, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRUE CAPITAL MANAGEMENT LLC

CRD 142962 · SEC 801-67503

AUM

$1.6B

Regulatory assets under management

Employees

431 client accounts

Services offered by TRUE CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRUE CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Gary Bret Fincher offer?

Gary Bret Fincher specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Gary Bret Fincher's credentials?

Gary Bret Fincher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Bret Fincher located?

Gary Bret Fincher is based in SAN FRANCISCO, California, working with TRUE CAPITAL MANAGEMENT LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Gary Bret Fincher charge for services?

Gary Bret Fincher's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: due diligence fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRUE CAPITAL MANAGEMENT LLC?

TRUE CAPITAL MANAGEMENT LLC has approximately 37 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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