Wealth manager, wrap-program sponsor · Cumming, GA
Trufp
Investment Planning Advisors · SEC-registered investment adviser · CRD 299212 · SEC 801-117561
At a glance
Trufp is an SEC-registered investment adviser based in Cumming, Georgia, with $422 million in regulatory assets under management as of its Form ADV filed March 3, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 820 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 3,332nd of 8,915 wealth managers and 8,553rd of 17,210 SEC-registered advisers by assets.
Main office 770-205-4394trufp.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $422M
- Rank among wealth managers
- #3,332 of 8,915
- Rank among all SEC RIAs
- #8,553 of 17,210
- Rank in Georgia
- #165 of 331
- Individual clients
- 820
- High-net-worth clients
- 120
- Accounts
- 2,645
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- Kenneth J. BellavanceOwner, President and CCO
- Andrew B. CastleberryOwner and CFO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 120 | $234M | 55% |
| Individuals | 700 | $188M | 45% |
Disciplinary disclosures
Trufp reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗trufp.com ↗
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The full record on Trufp
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 5,899 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Trufp manage?
Trufp reports $422 million in regulatory assets under management across 2,645 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 3, 2026.
What kind of firm is Trufp?
Trufp is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Trufp’s clients?
By assets, its largest client types are high-net-worth individuals ($234 million, 120 clients); individuals ($188 million, 700 clients).
Does Trufp have any disciplinary history?
Trufp reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Trufp’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →