Unclaimed Profile

Travis Anthony Henry

TRUE CAPITAL MANAGEMENT LLC·SAN FRANCISCO, California

Series 7, Series 65, Series 66Clean record14 years registeredTRUE CAPITAL MANAGEMENT LLC

101 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 5953648Firm CRD# 142962

Profile Verification

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

Identity

Travis Anthony Henry · SAN FRANCISCO, CA

Registration

CRD #5953648 · TRUE CAPITAL MANAGEMENT LLC · 14 years registered

Brand Profile

Not yet started

Career History

FACTORY CAPITAL LLC

May 2026 – present

CRESSET ASSET MANAGEMENT, LLC

Jun 2023 – Jun 2026

BOYTON BEACH, FL

TRUE CAPITAL MANAGEMENT

Nov 2016 – May 2023

SAN FRANCISCO, CA

MORGAN STANLEY

Nov 2011 – Oct 2013

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · November 2, 2011

Years registered · 14

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 Travis Anthony Henry offer?

Travis Anthony Henry specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Travis Anthony Henry's credentials?

Travis Anthony Henry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Travis Anthony Henry located?

Travis Anthony Henry 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 Travis Anthony Henry charge for services?

Travis Anthony Henry'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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