Company Information

Get to know True Capital Advisors

Founded by Doug Raetz and Matt Dewar, True Capital Management, LLC is a Registered Investment Adviser (RIA) that provides bespoke financial and lifestyle services to a niche clientele of high-net-worth individuals, primarily in the sports and entertainment industries. The firm's mission is to offer a holistic approach to wealth management, integrating investment advisory, risk management, tax and estate planning, and bill pay services to help clients preserve and grow their wealth. Their model is built on providing objective advice and tailored strategies to navigate the unique financial complexities and opportunities their clients face throughout their careers and beyond.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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True Capital Advisors

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.