True Blue Financial, LLC
● SEC registered since 2025CRD 310841SEC# 801-133948Stevensville, MI
Reg. AUM
$271.5M
Employees
4
Accounts
993
Location
Stevensville, MI
True Blue Financial, LLC assets under management
True Blue Financial, LLC is an investment advisory firm registered with the SEC based in Stevensville, MI. The firm has been registered since 2025. It reports $271.5 million in regulatory assets under management and employs 4 people.
True Blue Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lucas M Brown Control | Member, President, & Chief Compliance Officer | Over 75% | 2009 |
| Richard P. Martin Control | Vice President | Under 5% | 2019 |
Frequently asked questions
How much does True Blue Financial, LLC manage?
True Blue Financial, LLC reports $271.5 million in regulatory assets under management on its Form ADV.
How many employees does True Blue Financial, LLC have?
True Blue Financial, LLC reports 4 employees.
Where is True Blue Financial, LLC located?
True Blue Financial, LLC is based in Stevensville, MI and has been SEC-registered since 2025.
Does True Blue Financial, LLC disclose fund performance?
True Blue Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7889 Red Arrow Highway, Stevensville, MI 49127 |
| Phone | (269) 982-2710 |
| Fax | (269) 924-0959 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2010212 |
| Discloses disciplinary history | No |
Regulatory AUM
$271.5M▲ 40%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$271.5Mregulatory AUM
Discretionary $271.5M