Treussard Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Treussard Capital Management provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and business entities. The firm prepares individualized investment policy statements, uses model allocations where appropriate, and offers standalone financial plans and hourly consulting.
Its investment approach combines cyclical and fundamental analysis, modern portfolio theory, and quantitative modeling, and it employs long‑term portfolio strategies alongside short‑term tactical trading. The firm explicitly uses options (including covered, uncovered, and spread strategies), currency exposure, and other derivatives in separately managed accounts, and documents client risk tolerances with at least quarterly reviews.
Notably, the firm’s principal has a Ph.D. in economics and provides quantitative consulting in addition to advisory services, which the brochure discloses as a potential source of additional client offerings and conflicts. Managing roughly $74.5 million for a small client base, the firm emphasizes customized portfolios and may receive research‑related benefits from custodians that can factor into broker selection.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $15,000,000: 0.70% $15,000,001 - $20,000,000: 0.60% $20,000,001 - $25,000,000: 0.50% $25,000,001+: Negotiable
$500/hour for financial planning services when contracted as stand-alone services
Fee-only: Financial planning services at $500/hour when contracted as stand-alone services
Main office
895 Dove Street, Suite 300
Newport Beach CA 92660
Advisors at this office
1
Most active in
California · New York
Also doing business as
Odeon, LLC · Treussard Capital Management · Treussard Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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