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Truvestments Capital LLC CRD 291297
$661M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-20 |
Branch Locations
6767 North Wickham Rd. Ste. 400, Melbourne, FL 32940 • United States
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcenerney Tax Advisory Group | Melbourne | FL | 02/2003 | Present |
| Lynch Tax Advisory Group | Melbourne | FL | 05/2013 | Present |
| The Mcenerney Group, Llc | Melbourne | FL | 11/2006 | 12/2024 |
| Truvestments Capital, Llc | Sarasota | FL | 02/2020 | Present |
(1) KEVIN MCENERNEY INC. DBA MCENERNEY TAX ADVISORY. DEVOTES 32 HOURS A MONTH TO THE BUSINESS AND 40 HOURS A MONTH ARE DEVOTED DURING SECURITIES TRADING HOURS.POSITION IS PRESIDENT. (2) Lynch Tax Advisory Group; NO; 05/2013; President; less than 10 hours a month are devoted to this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-14 |
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