TruEdge Asset Management LLC

truEdge Asset Management primarily serves registered investment advisors and institutional clients through a turnkey asset management platform and, separately, provides discretionary investment advice to pooled investment vehicles sponsored by its affiliate, truEdge Capital. The firm provides trading and operational support, reporting and billing services, and a model marketplace that includes internal models, curated third‑party models, and direct indexing.

Within its TAMP, advisors may offer advisor‑managed models, subscribe to third‑party managers added to the platform, or use direct indexing; models are updated and rebalanced within 24 hours of a manager change. For its pooled Funds (offered under Regulation D to accredited investors), truEdge conducts manager selection, due diligence and discretionary oversight subject to each Fund’s offering documents.

Several structural features distinguish truEdge from many peers: it serves as a wrap fee program sponsor and receives a portion of wrap fees, it is affiliated with a broker‑dealer (Thurston Springer Financial) and with an accounting/administrative affiliate (Bristal Lane Group), and its ownership includes Financial Services Holdings, LLC. The brochure notes these affiliations can create conflicts of interest (for example, affiliates providing fund administration or custody and owners benefiting when more assets flow to the Funds), and the firm also maintains direct advisory relationships with individual (including non‑high‑net‑worth) clients while supporting advisors who collectively manage roughly $3.42 billion across more than 5,100 accounts.