TRUE CAPITAL MANAGEMENT LLC

TRUE CAPITAL MANAGEMENT
SAN FRANCISCO, California·11 registered advisors·CRD# 142962
SEC# 801-675035415-538-3600
01

Firm Overview

AUM
$1.6B
Regulatory assets under management
Employees
37
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: DUE DILIGENCE FEES
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at TRUE CAPITAL MANAGEMENT LLC

11 registered advisors
Christopher Craig Schlatter
SAN FRANCISCO, California
Christopher Dwight Stout
SAN FRANCISCO, California
Douglas Scott Raetz
SAN FRANCISCO, California
Gary Bret Fincher
SAN FRANCISCO, California
George Humberto Lujan
SAN FRANCISCO, California
Heather Katherine Goodman
SAN FRANCISCO, California
Jacob Daniel Bond
SAN FRANCISCO, California
Justin Harrison Bass
SAN FRANCISCO, California
Kenneth Joseph Sorosky
SAN FRANCISCO, California
Lori Mcgovern Forthmann
SAN FRANCISCO, California
Travis Anthony Henry
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
11 advisors

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Data sourced from SEC Form ADV filings. TRUE CAPITAL MANAGEMENT LLC (CRD# 142962) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.