Treussard Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$74,521,370
Clients
20
55% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$3,726,069
About
Treussard Capital Management provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and business entities. The firm prepares individualized investment policy statements, uses model allocations where appropriate, and offers standalone financial plans and hourly consulting.
Its investment approach combines cyclical and fundamental analysis, modern portfolio theory, and quantitative modeling, and it employs long‑term portfolio strategies alongside short‑term tactical trading. The firm explicitly uses options (including covered, uncovered, and spread strategies), currency exposure, and other derivatives in separately managed accounts, and documents client risk tolerances with at least quarterly reviews.
Notably, the firm’s principal has a Ph.D. in economics and provides quantitative consulting in addition to advisory services, which the brochure discloses as a potential source of additional client offerings and conflicts. Managing roughly $74.5 million for a small client base, the firm emphasizes customized portfolios and may receive research‑related benefits from custodians that can factor into broker selection.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $15,000,000: 0.70% $15,000,001 - $20,000,000: 0.60% $20,000,001 - $25,000,000: 0.50% $25,000,001+: Negotiable
$500/hour for financial planning services when contracted as stand-alone services
Fee-only: Financial planning services at $500/hour when contracted as stand-alone services
Main office location
Treussard Capital Management
895 Dove Street, Suite 300
Newport Beach CA 92660, United States
Number of offices
1
Most active in
Treussard Capital Management has reported serving >5 clients in these states in the last 12 months.
California · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
(949) 776-9696
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