Shane
Swearingen
Truvestments Capital LLC
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About this Advisor
Shane Swearingen is a financial advisor based in Sarasota, Florida with 5 years of industry experience. Swearingen is currently employed by Truvestments Capital LLC. Throughout their career, Swearingen has worked at American United Life, Oneamerica Securities, Truvestments Capital, LLC and Shane & Shane Financial. Swearingen maintains a Series 65 license, designating them as an investment advisor representative, and is able to work in Ohio. Truvestments Capital LLC is an advisory business based out of Sarasota, FL. The firm has offices in seven locations and a total of 10 employees. It administers $266 million in assets under management between its 1,261 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,261 customer accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in assets. Truvestments Capital LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors vary depending on the services offered. However, fees charged by Truvestments Capital LLC can include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truvestments Capital LLC Brokerage Details
$265,925,562
10
1,261
$210,885
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Shane Swearingen Work History
Shane has been registered as a financial advisor for 5 years.*
Truvestments Capital, LLC
Shane & Shane Financial
Oneamerica Securities
American United Life
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shane Swearingen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truvestments Capital LLC
Sarasota, FL
Chicago, IL
Vero Beach, FL
Sarasota, FL
New Port Richey, FL
Chicago, IL
Sarasota, FL
Sarasota, FL
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