Shane
Swearingen

Truvestments Capital LLC

CRD#6112288
Investment Advisor
in Sarasota, FL

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About this Advisor

Shane Swearingen is a financial advisor based in Sarasota, Florida, working with Truvestments Capital LLC. Shane has previously held positions at American United Life, Oneamerica Securities, Truvestments Capital, LLC, and Shane & Shane Financial. Shane has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Shane is part of Truvestments Capital LLC, which operates out of Sarasota, Florida. The firm has 9 offices and 12 employees. The firm manages assets totaling $362.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Truvestments Capital LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

5391 Lakewood Ranch Blvd N Suite #303
Sarasota, FL 34240

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Truvestments Capital LLC Brokerage Details

Total Assets Under Management

$362,691,519

FL Average: $1,855,561,029
Total Number of Employees

12

FL Average: 62
Total Number of Accounts

1,587

FL Average: 2,474
Average Account Size

$228,539

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Shane Swearingen Work History

2018 - Present (6 years)

Truvestments Capital, LLC

2014 - Present (10 years)

Shane & Shane Financial

2012 - 2014 (2 years)

Oneamerica Securities

2011 - 2014 (3 years)

American United Life

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

John Kostaken
Chicago, IL
Shane Eighme
Sarasota, FL
Nicolas Ranocchia
New Port Richey, FL
Danny Howes
Vero Beach, FL
Shane Swearingen
Sarasota, FL
Mathew Manning
Sarasota, FL
Daniel Korth
Coppell, TX
Michael Williams
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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