Tonja Wisowaty Truesdell

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 03/2012 → 05/2020
  Thornburg Investment Management
  Santa Fe, NM
• 06/2020 → 10/2023
  Doubleline Capital Lp
  Albuquerque, NM
• 06/2020 → 09/2023
  Foreside Fund Services, Llc
  Albuquerque, NM
• 07/2024 → 02/2026
  Pacer Financial, Inc.
  Malvern, PA
• 10/2023 → 07/2024
  Homemaking
  Albuquerque, NM
• 03/2026 → 03/2026
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC
• 03/2026 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 2014-02-25 → 2020-06-01
  Thornburg Investment Management Inc
  Santa Fe, NM

Other Businesses

Name: Truesdell Rental Properties Address: private residence Not Investment Related Nature: Rental Properties Position/Title: Property Owner Start: 01/03/2020 Hours/Month: 1 Hours during Market Hours: 0 Duties: rental property management

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-17
• S66 Uniform Combined State Law Examination
  2014-02-24

Other Names

• Tonja Irene Wisowaty
• Tonja Irene Truesdell
• Tonja Wisowaty Truesdell
• Tonja Truesdell