Trueman Brown

Trueman Brown, LLC is an SEC‑registered independent advisory firm managing approximately $196 million for about 128 clients. The firm provides financial planning, consulting and investment management on both discretionary and non‑discretionary bases for individuals, trusts, charitable organizations and business entities, and it also advises pension and profit‑sharing plans and other institutional clients.

The firm’s investment approach targets long‑term growth of capital and combines fundamental and technical analysis to allocate among mutual funds, ETFs, individual equity and debt securities, options and alternative investments, including privately placed securities and pooled vehicles. For portions of client assets Trueman Brown engages Independent Managers under separate agreements and conducts initial due diligence and ongoing monitoring of those managers.

Compared with many solo independent advisers, Trueman Brown is notable for serving pension/profit‑sharing plans and institutional clients and for recommending private placements and hedge‑style collective vehicles, services that are statistically uncommon for firms its size. The brochure also discloses operational features that distinguish the firm — use of standing letters of authorization for disbursements, receipt of software, research and other economic benefits from its primary custodian, and supervised persons who may sell insurance on a commission basis — and describes how those arrangements are addressed.