Truerisk Capital Management LLC (Phoenix)

Name: Truerisk Capital Management LLC
Address: 2375 E. Camelback Road, Phoenix, AZ, 85016
Telephone: 203-858-5149

Truerisk Capital Management LLC is an internet adviser based in Phoenix. It manages $25 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Arizona.

Truerisk Capital Management provides proprietary user-driven internet tool offered through registrants website for creation of individual portfolios. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Truerisk Capital Management: assets under management

The assets under management (AUM) of Truerisk Capital Management LLC is $25 thousand. $25 thousand of the total AUM is attributable to clients outside of the United States.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Truerisk Capital Management LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Truerisk Capital Management serves?

The only and largest group of clients of Truerisk Capital Management is individuals with 1 clients and $25 thousand of assets under management. Among the 2 most similar advisory firms, Truerisk Capital Management has the lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $25 thousand for 1 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Truerisk Capital Management doesn't advise any private funds.

Careers at Truerisk Capital Management LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Truerisk Labs Inc.	Owner	1 May 2017	75% - 100%	81-4949847
David Thomas Wilson	Chief compliance officer	1 Nov 2017	Other	6185822

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
David Thomas Wilson	President and chief executive officer	1 Jan 2017	50% - 75%	6185822

Based in Phoenix

The principal office where Truerisk Capital Management LLC performs its advisory services is located at 2375 E. Camelback Road, Phoenix, AZ 85016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-858-5149. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at trueriskcapital.com.