Hedge Fund Database

TRUADVICE LLC

Adviser information for TRUADVICE LLC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Florida, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM

Identifiers

SEC RIA File Number 801-112589
SEC ERA File Number 801-112589
SEC CIK Numbers 1810512
SEC CRD Numbers 292482
Legal Entity Identifier None

Principal Office

5290 STATION WAY
SARASOTA
FL
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 9414135390, Fax: None

Websites

www.truadvicellc.com ie.linkedin.com/company/truadvice

Chief Compliance Officer

CHRISTOPHER SLEIGHT
CEO / CCO / OWNER
5290 STATION WAY
SARASOTA
FL
United States
Tel: 9414135390
Fax: 9414135391
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
CS SLEIGHT INC Domestic Entity – OWNER 02/2018 25-50%
SLEIGHT, CHRISTOPHER, BARRON Individual CS SLEIGHT INC CEO / CCO 09/2003 > 75%
SLEIGHT, CHRISTOPHER, BARRON Individual – CEO / CCO 03/2019 < 5%
Heerlein, Christopher, Brent Individual – OWNER 03/2022 5-10%
BISON ADVISORS Domestic Entity – MAJORITY OWNER 07/2023 50-75%
BISON HOLDINGS, LLC Domestic Entity BISON ADVISORS HOLDING COMPANY OF BISON ADVISORS, LLC 03/2021 > 75%

No. Employees, Historic

30150201920202021202220232024202511 on 4/22/201911 on 6/11/201912 on 6/17/201914 on 9/23/201915 on 10/21/201915 on 10/24/201912 on 3/26/202012 on 4/1/202011 on 4/3/202011 on 6/25/202011 on 6/25/202013 on 8/26/202013 on 8/26/202013 on 8/26/202012 on 10/14/202012 on 1/25/202114 on 3/16/202114 on 3/16/202114 on 3/17/202114 on 3/26/202114 on 4/14/202114 on 11/12/202117 on 11/12/202117 on 1/3/202224 on 3/31/202224 on 5/13/202224 on 6/22/202225 on 8/15/202225 on 8/15/202225 on 8/29/202225 on 11/11/202227 on 3/13/202327 on 4/25/202327 on 4/26/202327 on 4/27/202327 on 4/28/202327 on 10/25/202327 on 12/4/202327 on 12/11/202327 on 12/13/20231 on 3/12/2024

RAUM, Historic

1B500M0201920202021202220232024215189793 on 4/22/2019215189793 on 6/11/2019215189793 on 6/17/2019215189793 on 9/23/2019215189793 on 10/21/2019215189793 on 10/24/2019322528659 on 3/26/2020322528659 on 4/1/2020322528659 on 4/3/2020322528659 on 6/25/2020322528659 on 6/25/2020322528659 on 8/26/2020322528659 on 8/26/2020322528659 on 8/26/2020322528659 on 10/14/2020322528659 on 1/25/2021489383056 on 3/16/2021489383056 on 3/16/2021489383056 on 3/17/2021489383056 on 3/26/2021489383056 on 4/14/2021489383056 on 11/12/2021489383056 on 11/12/2021489383056 on 1/3/2022757667973 on 3/31/2022757667973 on 5/13/2022757667973 on 6/22/2022757667973 on 8/15/2022757667973 on 8/15/2022757667973 on 8/29/2022757667973 on 11/11/2022938929557 on 3/13/2023938929557 on 4/25/2023938929557 on 4/26/2023938929557 on 4/27/2023938929557 on 4/28/2023938929557 on 10/25/2023938929557 on 12/4/2023938929557 on 12/11/2023938929557 on 12/13/2023

No. Clients, Historic

2,0001,00002019202020212022202320242025544 on 4/22/2019544 on 6/11/2019544 on 6/17/2019544 on 9/23/2019544 on 10/21/2019544 on 10/24/2019446 on 3/26/2020446 on 4/1/2020446 on 4/3/2020446 on 6/25/2020446 on 6/25/2020446 on 8/26/2020446 on 8/26/2020446 on 8/26/2020446 on 10/14/2020446 on 1/25/2021482 on 3/16/2021482 on 3/16/2021482 on 3/17/2021482 on 3/26/2021482 on 4/14/2021482 on 11/12/2021482 on 11/12/2021482 on 1/3/2022847 on 3/31/2022847 on 5/13/2022847 on 6/22/2022847 on 8/15/2022847 on 8/15/2022847 on 8/29/2022847 on 11/11/20221359 on 3/13/20231359 on 4/25/20231359 on 4/26/20231359 on 4/27/20231359 on 4/28/20231359 on 10/25/20231359 on 12/4/20231359 on 12/11/20231359 on 12/13/20230 on 3/12/2024

Holdings

From latest 13F, filed November 13th, 2023 for period ending September 30th, 2023
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 325K 3K 0
ABBVIE INC COM 256K 2K 0
ACCENTURE PLC IRELAND SHS CLASS A 588K 2K 0
AGF INVTS TR US MARKET NETRL 934K 44K 0
AIM ETF PRODUCTS TRUST US LRGCP B10 APR 601K 19K 0
AIM ETF PRODUCTS TRUST US LRGCP B10 JUL 589K 19K 0
AIM ETF PRODUCTS TRUST US LRGCP B10 JAN 574K 20K 0
AIR PRODS & CHEMS INC COM 491K 2K 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 316K 4K 0
ALPHABET INC CAP STK CL A 300K 2K 0
ALPHABET INC CAP STK CL C 1M 10K 0
ALPS ETF TR ACTIVE EQTY OPPT 249K 6K 0
ALPS ETF TR RIVERFRONT DYM 739K 34K 0
ALPS ETF TR RIVRFRNT STR INC 202K 9K 0
ALPS ETF TR RIVERFRNT DYMC 2M 44K 0
AMAZON COM INC COM 2M 14K 0
AMERICAN CENTY ETF TR AVANTIS US SMALL 401K 9K 0
AMERICAN CENTY ETF TR US SML CP VALU 417K 5K 0
AMERICAN CENTY ETF TR US EQT ETF 3M 43K 0
AMERICAN CENTY ETF TR INTL SMCP VLU 219K 4K 0
AMERICAN CENTY ETF TR INTL EQT ETF 1M 19K 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 520K 10K 0
AMGEN INC COM 256K 959 0
AMPLIFY ETF TR CWP ENHANCED DIV 4M 103K 0
APPLE INC COM 2M 11K 0
AUTOMATIC DATA PROCESSING IN COM 529K 2K 0
BANK NOVA SCOTIA HALIFAX COM 777K 18K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K 0
BLACKSTONE INC COM 247K 3K 0
BOEING CO COM 631K 3K 0
BOSTON BEER INC CL A 294K 873 0
BROADCOM INC COM 231K 241 0
BROADRIDGE FINL SOLUTIONS IN COM 441K 2K 0
CANADIAN IMPERIAL BK COMM TO COM 471K 13K 0
CATERPILLAR INC COM 427K 2K 0
CHEVRON CORP NEW COM 585K 4K 0
CISCO SYS INC COM 744K 14K 0
COCA COLA CO COM 399K 7K 0
COMCAST CORP NEW CL A 900K 21K 0
CONOCOPHILLIPS COM 286K 2K 0
CRISPR THERAPEUTICS AG NAMEN AKT 912K 17K 0
DISNEY WALT CO COM 281K 3K 0
DNP SELECT INCOME FD INC COM 1M 143K 0
DTE ENERGY CO COM 225K 2K 0
ECOLAB INC COM 227K 1K 0
ELI LILLY & CO COM 1M 2K 0
EMERSON ELEC CO COM 202K 2K 0
EXP WORLD HLDGS INC COM 290K 24K 0
EXXON MOBIL CORP COM 2M 16K 0
FIDELITY COVINGTON TRUST VLU FACTOR ETF 232K 5K 0
FIRST TR EXCH TRADED FD III INSTL PFD SECS 184K 11K 0
FIRST TR EXCH TRADED FD III RIVRFRNT DYN DEV 557K 10K 0
FIRST TR EXCHANGE TRAD FD VI ALT ABSLT STRG 202K 7K 0
FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 281K 14K 0
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 220K 6K 0
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 263K 10K 0
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 284K 6K 0
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 213K 5K 0
FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 199K 11K 0
FIRST TR EXCHANGE-TRADED FD MNGD FUTRS STRGY 207K 4K 0
FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 337K 10K 0
FIRST TR EXCHNG TRADED FD VI VEST US BUFFER 1M 38K 0
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 4M 168K 0
FIRST TR EXCHNG TRADED FD VI VEST US EQTY BUF 584K 16K 0
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 4M 122K 0
FIRST TR EXCHNG TRADED FD VI CBOE VEST US BUF 586K 15K 0
FIRST TR EXCHNG TRADED FD VI US EQT BUFFER 1M 33K 0
FIRST TR EXCHNG TRADED FD VI FT CBOE VEST BFR 4M 107K 0
FIRST TR EXCHNG TRADED FD VI FT CBOE EQTY BFR 879K 24K 0
FIRST TR EXCHNG TRADED FD VI VEST US DEEP 4M 116K 0
FIRST TR EXCHNG TRADED FD VI CBOE VEST US DEP 568K 18K 0
FIRST TR EXCHNG TRADED FD VI CBOE EQT BUFER 300K 7K 0
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 224K 5K 0
FIRST TR EXCHNG TRADED FD VI FT CBOE VEST MAR 216K 6K 0
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 873K 22K 0
FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 350K 10K 0
FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 4M 121K 0
FIRST TR VALUE LINE DIVID IN SHS 285K 8K 0
FORD MTR CO DEL COM 285K 29K 0
GAP INC COM 1M 77K 0
GARMIN LTD SHS 378K 3K 0
GENERAL DYNAMICS CORP COM 231K 949 0
GLOBAL X FDS NASDAQ 100 COVER 1M 78K 0
GLOBAL X FDS US PFD ETF 321K 17K 0
GLOBAL X FDS GENOMIC BIOTECH 126K 13K 0
GSK PLC SPONSORED ADR 516K 15K 0
HASBRO INC COM 328K 8K 0
HOME DEPOT INC COM 315K 1K 0
INNOVATOR ETFS TR US EQTY PWR BUF 1M 39K 0
INNOVATOR ETFS TR US EQTY ULTRA BU 459K 15K 0
INNOVATOR ETFS TR US EQT ULTRA BF 292K 10K 0
INNOVATOR ETFS TR US SML CP PWR B 239K 10K 0
INNOVATOR ETFS TR LADERD ALCTN PWR 555K 14K 0
INNOVATOR ETFS TR US EQTY PWR BUF 427K 13K 0
INNOVATOR ETFS TR US SML CP PWR B 248K 8K 0
INNOVATOR ETFS TR US EQTY PWR BF 202K 6K 0
INNOVATOR ETFS TR US EQT ULTRA BF 506K 18K 0
INNOVATOR ETFS TR US EQTY PWR BUF 292K 8K 0
INTERNATIONAL BUSINESS MACHS COM 250K 2K 0
INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 1M 50K 0
INVESCO EXCH TRD SLF IDX FD RAFI STRATGIC US 3M 78K 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 488K 3K 0
INVESCO QQQ TR UNIT SER 1 6M 17K 0
INVESTMENT MANAGERS SER TR I AXS ASTORIA INFL 858K 34K 0
ISHARES GOLD TR ISHARES NEW 2M 43K 0
ISHARES GOLD TR SHARES REPRESENT 901K 47K 0
ISHARES INC CORE MSCI EMKT 821K 17K 0
ISHARES INC MSCI EMRG CHN 245K 5K 0
ISHARES SILVER TR ISHARES 531K 26K 0
ISHARES TR TIPS BD ETF 299K 3K 0
ISHARES TR MSCI USA QLT FCT 2M 12K 0
ISHARES TR MSCI USA MIN VOL 264K 4K 0
ISHARES TR 7-10 YR TRSY BD 261K 3K 0
ISHARES TR CORE S&P US GWT 2M 18K 0
ISHARES TR CORE TOTAL USD 1M 31K 0
ISHARES TR US TREAS BD ETF 244K 11K 0
ISHARES TR U.S. TECH ETF 657K 6K 0
ISHARES TR U.S. BAS MTL ETF 350K 3K 0
ISHARES TR S&P 100 ETF 518K 2K 0
ISHARES TR CORE DIV GRWTH 2M 34K 0
ISHARES TR IBOXX INV CP ETF 265K 3K 0
ISHARES TR CORE US AGGBD ET 4M 45K 0
ISHARES TR ESG AWR MSCI USA 823K 9K 0
ISHARES TR TRS FLT RT BD 761K 15K 0
ISHARES TR CORE S&P TTL STK 268K 3K 0
ISHARES TR S&P 500 GRWT ETF 1M 18K 0
ISHARES TR S&P 500 VAL ETF 2M 10K 0
ISHARES TR CORE MSCI EAFE 259K 4K 0
ISHARES TR MSCI EAFE ETF 567K 8K 0
ISHARES TR 20 YR TR BD ETF 872K 10K 0
ISHARES TR EAFE VALUE ETF 1M 29K 0
ISHARES TR EXPANDED TECH 1M 3K 0
ISHARES TR CORE DIVID ETF 2M 43K 0
ISHARES TR MBS ETF 1M 11K 0
ISHARES TR CORE S&P500 ETF 6M 13K 0
ISHARES TR EAFE GRWTH ETF 800K 9K 0
ISHARES TR SHORT TREAS BD 407K 4K 0
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 4M 76K 0
JOHNSON & JOHNSON COM 868K 6K 0
JPMORGAN CHASE & CO COM 340K 2K 0
KNOW LABS INC COM NEW 59K 149K 0
KRAFT HEINZ CO COM 340K 10K 0
LISTED FD TR OVERLAY SHS SHRT 3M 130K 0
LISTED FD TR OVERLAY 650K 24K 0
LISTED FD TR SHARES CORE BD 4M 182K 0
LISTED FD TR SHARES LAG CAP 3M 82K 0
MASCO CORP COM 428K 8K 0
MATCH GROUP INC NEW COM 357K 12K 0
MCDONALDS CORP COM 2M 7K 0
MERCK & CO INC COM 411K 4K 0
META PLATFORMS INC CL A 444K 1K 0
MICROSOFT CORP COM 3M 8K 0
NEXTERA ENERGY INC COM 220K 4K 0
NIKE INC CL B 597K 6K 0
NVIDIA CORPORATION COM 347K 718 0
PACER FDS TR SWAN SOS FLEX AP 553K 23K 0
PACER FDS TR SWAN SOS FD OF 16M 628K 0
PAYCHEX INC COM 560K 5K 0
PEPSICO INC COM 668K 4K 0
PHILLIPS EDISON & CO INC COMMON STOCK 288K 9K 0
PROCTER AND GAMBLE CO COM 801K 5K 0
RBB FD INC US TREAS 3 MNTH 433K 9K 0
RBB FD INC US TREASR 10 YR 1M 34K 0
RBB FD INC US TREAS 5 YR NT 2M 51K 0
SALESFORCE INC COM 871K 4K 0
SCHWAB STRATEGIC TR 5 10YR CORP BD 225K 5K 0
SCHWAB STRATEGIC TR US AGGREGATE B 886K 20K 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 2M 31K 0
SCHWAB STRATEGIC TR SCHWAB FDT US LG 2M 38K 0
SCOTTS MIRACLE-GRO CO CL A 476K 10K 0
SELECT SECTOR SPDR TR TECHNOLOGY 2M 12K 0
SELECT SECTOR SPDR TR COMMUNICATION 1M 18K 0
SELECT SECTOR SPDR TR SBI CONS STPLS 456K 7K 0
SELECT SECTOR SPDR TR FINANCIAL 471K 14K 0
SELECT SECTOR SPDR TR SBI CONS DISCR 496K 3K 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 253K 2K 0
SELECT SECTOR SPDR TR SBI INT-UTILS 229K 4K 0
SELECT SECTOR SPDR TR RL EST SEL SEC 227K 7K 0
SELECT SECTOR SPDR TR INDL 286K 3K 0
SPDR DOW JONES INDL AVERAGE UT SER 1 630K 2K 0
SPDR GOLD TR GOLD SHS 1M 7K 0
SPDR INDEX SHS FDS PORTFOLIO EMG MK 783K 23K 0
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 2M 74K 0
SPDR S&P 500 ETF TR TR UNIT 7M 15K 0
SPDR SER TR OILGAS EQUIP 486K 6K 0
SPDR SER TR PORTFOLIO S&P500 3M 51K 0
SPDR SER TR PORTFOLIO S&P400 325K 8K 0
SPDR SER TR PRTFLO S&P500 GW 4M 72K 0
SPDR SER TR PORTFOLIO S&P600 533K 15K 0
SPDR SER TR S&P HOMEBUILD 1M 13K 0
SPDR SER TR PORTFOLI S&P1500 2M 32K 0
SSGA ACTIVE TR SPDR SSGA US SCT 1M 33K 0
STARBUCKS CORP COM 953K 9K 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 617K 6K 0
TESLA INC COM 4M 19K 0
TYSON FOODS INC CL A 459K 10K 0
UNITEDHEALTH GROUP INC COM 219K 405 0
US BANCORP DEL COM NEW 796K 23K 0
VANECK ETF TRUST MRNGSTR WDE MOAT 2M 22K 0
VANGUARD BD INDEX FDS SHORT TRM BOND 247K 3K 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 245K 5K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 432K 1K 0
VANGUARD INDEX FDS GROWTH ETF 6M 20K 0
VANGUARD INDEX FDS SMALL CP ETF 499K 3K 0
VANGUARD INDEX FDS VALUE ETF 2M 11K 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 588K 15K 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 4M 62K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 260K 2K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 2M 41K 0
VANGUARD WHITEHALL FDS HIGH DIV YLD 235K 2K 0
VERIZON COMMUNICATIONS INC COM 228K 6K 0
WALMART INC COM 485K 3K 0
WASTE MGMT INC DEL COM 434K 3K 0
WATERS CORP COM 2M 8K 0
WISDOMTREE TR MORTGAGE PLUS BD 3M 62K 0
WISDOMTREE TR US HGH YLD CORP 1M 33K 0
WISDOMTREE TR US TOTAL DIVIDND 546K 9K 0
WISDOMTREE TR US LARGECAP DIVD 2M 26K 0
WISDOMTREE TR EM EX ST-OWNED 1M 43K 0
WISDOMTREE TR CURRNCY INT EQ 372K 12K 0
WISDOMTREE TR US MULTIFACTOR 963K 25K 0
WISDOMTREE TR ENHNCD CMMDTY ST 829K 48K 0
WISDOMTREE TR YIELD ENHANCD US 3M 84K 0
WISDOMTREE TR US HIGH DIVIDEND 304K 4K 0
WISDOMTREE TR US EFFICIENT COR 2M 54K 0
WISDOMTREE TR EM LCL DEBT FD 329K 12K 0
WISDOMTREE TR INTL QULTY DIV 255K 8K 0
WISDOMTREE TR US S CAP QTY DIV 939K 23K 0
WISDOMTREE TR INTL SMCAP DIV 1M 24K 0
WISDOMTREE TR FUTRE STRAT FD 1M 31K 0