Trusco Investment Management, LLC

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Client assets under management

$75,541,317

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$2,518,044

About

Trusco Investment Management serves individuals, trusts, foundations, endowments and corporate entities, providing portfolio management and financial planning services. The firm typically works with individual and high-net-worth clients and implements investment programs through separately managed accounts, mutual funds, ETFs, common stock and fixed income securities.

The firm builds a Financial Profile and Investment Plan for each client and manages accounts on a discretionary or non‑discretionary basis, sometimes engaging sub‑advisers. In implementing plans Trusco may use margin, short sales and options strategies in separately managed accounts, and it explicitly describes the use of borrowing and derivatives as part of its trading toolset.

Notably, Trusco has a relationship with a strategic investment limited partnership managed by a minority owner/representative and may recommend that fund (the N3L Fund); when clients invest in that fund they pay only the fund’s fees and not an additional advisory fee to Trusco. The firm also recently reached the asset level to transition to SEC registration and manages just over $100 million for a relatively small client base, which may affect the level of attention and customization clients receive.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Active portfolio management Private / alternative investments

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed rate negotiated at time of engagement for stand-alone financial planning services

Percentage

$0 - $1,000,000: 0.90% $1,000,001 - $5,000,000: 0.75% More than $5,000,000+: 0.65%

Project-based

Hourly rate negotiated at time of engagement for stand-alone financial planning services

Other

Fee-only: Hourly or fixed rate negotiated at time of engagement for stand-alone financial planning services

Main office location

Trusco Investment Management, LLC

2932 Foster Creighton Dr

Nashville TN 37204, United States

Number of offices

Most active in

Tennessee

Disclosures

Business activities & affiliations

Is active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 615-351-6417

Advisors at this firm

George S

CFA®

Nashville, TN

Trusco Investment Management, LLC

George Smith is a CFA® charterholder with 10 years of industry experience. He has been with Trusco Investment Management, LLC since 2016 and previously worked at Tell-Tale Investment Advisors. Smith is also a member of N3L Capital Management, a private fund investment adviser. Trusco Investment Management serves individuals, trusts, foundations, endowments, and corporate entities, providing portfolio management and financial planning through a two-person advisory team. The firm offers discretionary and non-discretionary management and employs individualized Financial Profiles and Investment Plans, with a willingness to use derivatives and leverage when aligned with client objectives.

Options & derivatives strategies Active portfolio management Private / alternative investments Founder/Business Owner

Thomas L

Series 63, Series 66

Nashville, TN

Trusco Investment Management, LLC

Thomas Landstreet is a financial advisor at Trusco Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Tell Tale Investment Advisors. Outside of his advisory role, he is a self-employed musician and provides public speaking services to industry associations and conferences. Trusco Investment Management serves individuals, trusts, foundations, endowments, and corporate entities with portfolio management and financial planning through a two-person advisory team. The firm offers discretionary and non-discretionary management and employs a range of investment strategies, including the use of derivatives, tailored to clients’ individualized Financial Profiles and Investment Plans.

Options & derivatives strategies Active portfolio management Private / alternative investments Founder/Business Owner

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