Truadvisors Financial, LLC
● SEC registered since 2025CRD 170564SEC# 801-132751Tampa, FL
Reg. AUM
$132.7M
Employees
4
Accounts
346
Location
Tampa, FL
Truadvisors Financial, LLC assets under management
Truadvisors Financial, LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2025. It reports $132.7 million in regulatory assets under management and employs 4 people.
Truadvisors Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Kenneth Moll Control | President/Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Truadvisors Financial, LLC manage?
Truadvisors Financial, LLC reports $132.7 million in regulatory assets under management on its Form ADV.
How many employees does Truadvisors Financial, LLC have?
Truadvisors Financial, LLC reports 4 employees.
Where is Truadvisors Financial, LLC located?
Truadvisors Financial, LLC is based in Tampa, FL and has been SEC-registered since 2025.
Does Truadvisors Financial, LLC disclose fund performance?
Truadvisors Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3030 N Rocky Point Drive W, Suite 280, Tampa, FL 33607 |
| Phone | (813) 212-4000 |
| Fax | (813) 212-4444 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.7M▲ 33%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$132.7Mregulatory AUM
Discretionary $129.3MNon-discretionary $3.5M