Trueview Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TrueView Capital provides ongoing portfolio management and related financial planning support for individual and institutional clients, and it also facilitates estate and trust document implementation using attorney-prepared platforms. The firm publishes educational periodicals and social media content and offers seminars and workshops intended to inform the public and prospective clients; as a newly established adviser it reported no assets under management at the time of its initial brochure.
TrueView constructs client-specific Investment Policy Statements and typically manages accounts on a discretionary basis, applying a Biblically Responsible Investing (BRI) screening process alongside fundamental, technical, and cyclical analysis to guide strategic and tactical asset allocation. The firm uses ETFs and long-term investing approaches as part of its core strategy and makes available a performance-based fee option that includes a hurdle and a shortfall-credit mechanism to align compensation with outcomes.
Compared with peers in its registration category, TrueView is notable for offering public-facing educational content and live workshops while also maintaining an active insurance-license affiliation for its principal and planning for a separate insurance business—relationships the firm discloses as potential conflicts of interest. The firm also advises both individual and institutional accounts but does not serve as a private fund adviser, and it identifies its custodian relationship and related benefits as part of its operational disclosures.
Client services
Expertise
Demographic focus
Fee options
$0 - $500,000: 0.90% $500,000.01 - $1,000,000: 0.75% $1,000,000.01+: 0.50%
Base advisory fee of 1.25% annually billed quarterly in advance; Performance fee of 20% of returns above a 12% annualized hurdle rate billed annually in arrears; available only to Qualified Clients.
Main office
Orlando FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Ct Spiti LLC · Trueview Capital · Trueview Capital 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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