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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TRUADVISORS

TRUADVISORS FINANCIAL, LLC, CRD 170564

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:782d07be-c430-4c9b-b7d8-f33d8a2b5b4a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 20, 2025 to Sep 14, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $133MItem 5.F on the latest filing (2026-09-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $129M
Private client RAUM: $133MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $33.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 346
Individual clients: 140
High net worth clients: 32
Custody, client assets: $133M
SEC number: 801-132751
CRD: 170564
Filings on the tape: 10
First filed: May 20, 2025
Latest filed: Sep 14, 2026
Organised: Limited Liability Company, FL
Website: truadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW KENNETH MOLL	n/a	TAMPA, FL	12	19	3	no
Brandon Aaron Booth	n/a	Fort Worth, TX \| Flower Mound, TX \| TAMPA, FL	1	24	1	no
Casey Lee Dickinson	n/a	Colorado Springs, CO \| TAMPA, FL	1	10	n/a	no
Christopher Scott Roberts	n/a	Flower Mound, TX \| TAMPA, FL \| Fort Worth, TX	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MOLL, MATTHEW, KENNETH	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	02/2014	Aug 14, 2026	Aug 14, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$133M	$129M	3	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$133M	n/a	n/a	n/a	n/a	4	n/a	4	n/a

Relationships

Controls (1)

← MOLL, MATTHEW, KENNETHOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Aug 14, 2026 to presentfactForm ADV

Registered with (4)

← Christopher Scott RobertsAdvisorregistration: current employment
Mar 27, 2026 to presentfactForm ADV
← Casey Lee DickinsonAdvisorregistration: current employment
May 9, 2025 to presentfactForm ADV
← Brandon Aaron BoothAdvisorregistration: current employment
Feb 20, 2025 to presentfactForm ADV
← MATTHEW KENNETH MOLLAdvisorregistration: current employment
Mar 7, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:782d07be-c430-4c9b-b7d8-f33d8a2b5b4a
First observed: May 20, 2025
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRUADVISORS

TRUADVISORS FINANCIAL, LLC, CRD 170564

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:782d07be-c430-4c9b-b7d8-f33d8a2b5b4a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:45 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW KENNETH MOLL

n/a

TAMPA, FL

Brandon Aaron Booth

n/a

Fort Worth, TX | Flower Mound, TX | TAMPA, FL

Casey Lee Dickinson

n/a

Colorado Springs, CO | TAMPA, FL

n/a

Christopher Scott Roberts

n/a

Flower Mound, TX | TAMPA, FL | Fort Worth, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MOLL, MATTHEW, KENNETH

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

02/2014

Aug 14, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$133M

$129M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$133M

n/a