Trusco Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trusco provides portfolio management and financial planning services to individuals, trusts, foundations, endowments and corporate entities. It implements client strategies primarily through separately managed accounts, mutual funds, ETFs, common stock and fixed‑income securities and offers both discretionary and non‑discretionary engagements.
The firm develops a client-specific Financial Profile and Investment Plan and reviews these periodically to guide portfolio construction and ongoing decisions. In implementing those plans Trusco may use a wide range of strategies — including long‑ and short‑term holdings, options, short sales and margin borrowing in separately managed accounts — and may engage sub‑advisers for portions of client portfolios.
Noteworthy for a firm of its size, Trusco has an affiliation with a strategic investment limited partnership (the N3L Fund) and discloses that clients investing in that fund pay the fund’s fees rather than advisory fees to Trusco. The adviser manages roughly $107 million for a small client base, participates in a broker platform that provides research and soft‑dollar services, and recently reached the asset threshold that qualified it to transition to SEC registration.
Client services
Expertise
Fee options
Fixed initial review fee plus ongoing quarterly fee for financial planning and consulting services; fees are negotiable and specified in client agreement
$0 - $1,000,000: 0.90% $1,000,001 - $5,000,000: 0.75% More than $5,000,000+: 0.65%
Hourly rate negotiated at time of engagement for stand-alone financial planning services
Minimum fee: $7,500 minimum annual fee for discretionary portfolio management
Main office
2932 Foster Creighton Dr
Nashville TN 37204
Advisors at this office
2
Most active in
Tennessee
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Quick links
Advisors at this firm
George S
CFA®
Nashville, TN
Trusco Investment Management, LLC
George Smith Jr. is a CFA® charterholder with 11 years of industry experience. He has worked at Trusco Investment Management, LLC since 2016 and spent one year at Tell-Tale Investment Advisors prior to that. Smith is also a member of N3L Capital Management, LLC and N3L Capital Partners, LLC, private fund entities associated with a strategic investment limited partnership. Trusco Investment Management, LLC provides portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a client-specific approach to financial planning and uses a range of investment strategies, including separately managed accounts, mutual funds, ETFs, and options.
Thomas L
Series 63, Series 66
Nashville, TN
Trusco Investment Management, LLC
Thomas Landstreet is a financial advisor at Trusco Investment Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Tell Tale Investment Advisors. Outside of finance, he is a self-employed musician and provides public speaking services to industry associations and conferences. Trusco Investment Management offers portfolio management and financial planning services to individuals, trusts, foundations, endowments, and corporate clients. The firm employs a variety of investment strategies tailored to client-specific plans and manages assets primarily through separately managed accounts, mutual funds, ETFs, and fixed-income securities.
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