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RIA / WealthAdvisor33 years in industry

DANIEL LEE KORTH

Advisor at TRUVESTMENTS CAPITAL LLC

Arroyo Grande, CA | SARASOTA, FL | Coppell, TX

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Search this name across graphsid dfx:ria:7fae0206-4969-6ca2-cba3-c9a3e4fe73c2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 17, 2001 to Sep 15, 2026

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

Current firm: TRUVESTMENTS CAPITAL LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 26, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Feb 26, 1993
First registration: Oct 17, 2001
Dual registered: no
IAPD individual key: 2308456

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUVESTMENTS CAPITAL LLC	Independent wealth	Jan 3, 2024	n/a	yes	Coppell, TX\|SARASOTA, FL\|Arroyo Grande, CA	Current employment
PROSPERITY FINANCIAL GROUP, INC.	Former SEC adviser	Nov 11, 2016	Dec 31, 2023	no	Arroyo Grande, CA\|SAN RAMON, CA\|Arroyo Grande, CA	Previous registration
WORLD EQUITY GROUP, INC.	Bd affiliated wealth	Feb 5, 2009	Nov 10, 2016	no	SCHAUMBURG, IL\|NEWPORT BEACH, CA\|ARROYO GRANDE, CA\|LEWISVILLE, TX\|SCHAUMBURG, IL\|Coppell, TX	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Feb 2, 2005	Feb 6, 2009	no	LEWISVILLE, TX	Previous registration
QUESTAR CAPITAL CORPORATION	n/a	Oct 17, 2001	Dec 31, 2005	no	LEWISVILLE, TX\|ARROYO GRANDE, CA\|LEWISVILLE, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PROSPERITY FINANCIAL GROUP, INC.	TRUVESTMENTS CAPITAL LLC	Dec 31, 2023	Jan 3, 2024	3	Firm change	RIA to RIA
WORLD EQUITY GROUP, INC.	PROSPERITY FINANCIAL GROUP, INC.	Nov 10, 2016	Nov 11, 2016	1	Firm change	Other
QUESTAR ASSET MANAGEMENT, INC.	WORLD EQUITY GROUP, INC.	Feb 6, 2009	Feb 5, 2009	-1	Firm change	Other
QUESTAR CAPITAL CORPORATION	QUESTAR ASSET MANAGEMENT, INC.	Dec 31, 2005	Feb 2, 2005	-332	Bulk transfer	Other

Relationships

Registered with (5)

→ TRUVESTMENTS CAPITAL LLCRegistered adviserregistration: current employment
Jan 3, 2024 to presentfactForm ADV
→ PROSPERITY FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Nov 11, 2016 to Dec 31, 2023factForm ADV
→ WORLD EQUITY GROUP, INC.Registered adviserregistration: previous registration
Feb 5, 2009 to Nov 10, 2016factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 2, 2005 to Feb 6, 2009factForm ADV
→ QUESTAR CAPITAL CORPORATIONRegistered adviserregistration: previous registration
Oct 17, 2001 to Dec 31, 2005factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
Daniel Lee Korth left Prosperity Financial Group, Inc. for Truvestments Capital Llc (registered 2024-01-03)
Form ADVobserved 4 days ago