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TRUE FIDUCIARY CAPITAL, LLC
CRD 306964 · SEC 801-117977
825 MURRY DRIVE, EL CAJON, CA, 92020, United States
Phone
619-316-4762
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$102.0M
Discretionary AUM
$102.0M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; FINANCIAL PLANNING FEES
Org form
Limited Liability Company
Filing date
2026-03-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 75 | $99.0M |
| Pension/profit sharing plans | 2 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD