Trueman Brown, LLC
● SEC registered since 2021CRD 141602SEC# 801-120742Lake Zurich, IL
Reg. AUM
$196.1M
Employees
2
Accounts
373
Location
Lake Zurich, IL
Trueman Brown, LLC assets under management
Trueman Brown, LLC operates as an SEC-registered investment adviser based in Lake Zurich, IL. The firm has been registered since 2021. It reports $196.1 million in regulatory assets under management and employs 2 people.
Trueman Brown, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Roy William Brown Control | Managing Member / Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Trueman Brown, LLC manage?
Trueman Brown, LLC reports $196.1 million in regulatory assets under management on its Form ADV.
How many employees does Trueman Brown, LLC have?
Trueman Brown, LLC reports 2 employees.
Where is Trueman Brown, LLC located?
Trueman Brown, LLC is based in Lake Zurich, IL and has been SEC-registered since 2021.
Does Trueman Brown, LLC disclose fund performance?
Trueman Brown, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 765 Ela Road, Suite 301, Lake Zurich, IL 60047 |
| Phone | 847-228-1968 |
| Fax | 847-629-0161 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$196.1M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$196.1Mregulatory AUM
Discretionary $191.1MNon-discretionary $5M