TruEdge Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
truEdge Asset Management primarily serves registered investment advisors and institutional clients through a turnkey asset management platform and, separately, provides discretionary investment advice to pooled investment vehicles sponsored by its affiliate, truEdge Capital. The firm provides trading and operational support, reporting and billing services, and a model marketplace that includes internal models, curated third‑party models, and direct indexing.
Within its TAMP, advisors may offer advisor‑managed models, subscribe to third‑party managers added to the platform, or use direct indexing; models are updated and rebalanced within 24 hours of a manager change. For its pooled Funds (offered under Regulation D to accredited investors), truEdge conducts manager selection, due diligence and discretionary oversight subject to each Fund’s offering documents.
Several structural features distinguish truEdge from many peers: it serves as a wrap fee program sponsor and receives a portion of wrap fees, it is affiliated with a broker‑dealer (Thurston Springer Financial) and with an accounting/administrative affiliate (Bristal Lane Group), and its ownership includes Financial Services Holdings, LLC. The brochure notes these affiliations can create conflicts of interest (for example, affiliates providing fund administration or custody and owners benefiting when more assets flow to the Funds), and the firm also maintains direct advisory relationships with individual (including non‑high‑net‑worth) clients while supporting advisors who collectively manage roughly $3.42 billion across more than 5,100 accounts.
Client services
Expertise
Fee options
Maximum advisory fee charged to clients is 2% of assets under management, typically negotiable
Account minimum: $10,000 for direct advisory or solicited clients; $150,000 for fund investors
Main office
9000 Keystone Crossing, 7th Fl
Indianapolis IN 46240
Advisors at this office
3
Most active in
Indiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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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.
Advisors at this firm
Richard P
Series 63, Series 65
Indianapolis, IN
TruEdge Asset Management LLC
Richard Parker is a financial advisor at TruEdge Asset Management LLC with 18 years of industry experience. He holds the Series 63 and Series 65 credentials. Parker has worked at Thurston, Springer, Miller, Herd & Titak, Inc. since 2008 and is involved as Chief Executive Officer of Financial Services Holdings, a holding company for Thurston Springer and related entities. He also serves on the finance committee of JWAS, a nonprofit organization for underprivileged children. TruEdge Asset Management primarily serves registered investment advisors and institutional clients through a turnkey asset management platform and provides discretionary investment advice to pooled investment vehicles. The firm offers trading and operational support, reporting and billing services, and a model marketplace that includes internal and third-party models as well as direct indexing.
Stephanie W
Series 63, Series 66
Indianapolis, IN
TruEdge Asset Management LLC
Stephanie West is a financial advisor at TruEdge Asset Management LLC with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Blue Diamond Securities of America and IGM Brokerage. In addition to her advisory role, she serves as a Senior Consultant with Bristal Lane Group, providing operational and compliance support for the financial services industry in Indianapolis. TruEdge Asset Management primarily serves registered investment advisors and institutional clients through a turnkey asset management platform, offering trading, operational support, reporting, and a model marketplace. The firm also provides discretionary investment advice to pooled investment vehicles and supports advisors managing over $3 billion in assets.
Matthew R
Series 66
Indianapolis, IN
TruEdge Asset Management LLC
Matthew Reynolds is a financial advisor at TruEdge Asset Management LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Quincy Wells Capital and Blackridge Asset Management. Outside of his advisory role, Reynolds serves as president and partner at Financial Services Holding, LLC and provides consulting services through Bristal Lane Group. TruEdge Asset Management serves registered investment advisors and institutional clients via a turnkey asset management platform, offering trading, reporting, and billing support along with a model marketplace that includes internal, third-party, and direct indexing strategies. The firm also provides discretionary investment advice to pooled investment vehicles sponsored by its affiliate, truEdge Capital.
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