Michael Alexander Watkins

Employer firm

Truvestments Capital LLC CRD 291297

$661M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → Present
  Tampa Bay Advisory, Llc
  Oldsmar, FL
• 09/2014 → 08/2019
  Sgl Financial, Llc
  Oldsmar, FL
• 08/2019 → 10/2022
  Horter Investment Management, Llc
  Oldsmar, FL
• 10/2022 → 12/2023
  Redwood Private Wealth Llc
  Oldsmar, FL
• 01/2024 → 11/2025
  Virtue Capital Management, Llc
  Oldsmar, FL
• 12/2025 → Present
  Truvestments Capital Llc
  Oldsmar, FL

Previous Registrations

• 2024-01-24 → 2025-11-24
  Virtue Capital Management, Llc
  Oldsmar, FL
  Brentwood, TN
• 2022-10-25 → 2024-02-07
  Redwood Private Wealth
  Oldsmar, FL
  Phoenix, AZ
• 2019-08-26 → 2022-10-04
  Horter Investment Management, Llc
  Oldsmar, FL
  Cincinnati, OH
• 2014-09-29 → 2019-08-14
  Sgl Financial, Llc
  Buffalo Grove, IL
  Oldsmar, FL

Other Businesses

1) Tampa Bay Advisory, LLC; Not investment-related; 172-A State Street East, Oldsmar, FL, 34677; Insurance sales; President; Implementation of insurance recommendations; Approx. 20% of time during the month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-18

Other Names

• Michael Watkins