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RIA / WealthAdvisor15 years in industry

MICHAEL ALEXANDER WATKINS

Advisor at TRUVESTMENTS CAPITAL LLC

SARASOTA, FL | OLDSMAR, FL

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Search this name across graphsid dfx:ria:f3bbdfad-1c5b-00a3-a66b-8168f79711d7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Sep 29, 2014 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: Oct 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jan 18, 2014
First registration: Sep 29, 2014
Dual registered: no
Other names: MICHAEL WATKINS
IAPD individual key: 5893859

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	Dec 22, 2025	n/a	yes	SARASOTA, FL\|OLDSMAR, FL	Current employment
VIRTUE CAPITAL MANAGEMENT, LLC	Independent wealth	Jan 24, 2024	Nov 24, 2025	no	OLDSMAR, FL\|BRENTWOOD, TN	Previous registration
REDWOOD PRIVATE WEALTH	Former SEC adviser	Oct 25, 2022	Feb 7, 2024	no	OLDSMAR, FL\|PHOENIX, AZ	Previous registration
HORTER INVESTMENT MANAGEMENT, LLC	Independent wealth	Aug 26, 2019	Oct 4, 2022	no	OLDSMAR, FL\|CINCINNATI, OH	Previous registration
SGL FINANCIAL, LLC	Independent wealth	Sep 29, 2014	Aug 14, 2019	no	BUFFALO GROVE, IL\|Oldsmar, FL	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
VIRTUE CAPITAL MANAGEMENT, LLC	TRUVESTMENTS CAPITAL LLC	Nov 24, 2025	Dec 22, 2025	28	Firm change	RIA to RIA
REDWOOD PRIVATE WEALTH	VIRTUE CAPITAL MANAGEMENT, LLC	Feb 7, 2024	Jan 24, 2024	-14	Firm change	RIA to RIA
HORTER INVESTMENT MANAGEMENT, LLC	REDWOOD PRIVATE WEALTH	Oct 4, 2022	Oct 25, 2022	21	Firm change	RIA to RIA
SGL FINANCIAL, LLC	HORTER INVESTMENT MANAGEMENT, LLC	Aug 14, 2019	Aug 26, 2019	12	Firm change	RIA to RIA

Relationships

Registered with (5)

→ TRUVESTMENTS CAPITAL LLCRegistered adviserregistration: current employment
Dec 22, 2025 to presentfactForm ADV
→ VIRTUE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 24, 2024 to Nov 24, 2025factForm ADV
→ REDWOOD PRIVATE WEALTHRegistered adviserregistration: previous registration
Oct 25, 2022 to Feb 7, 2024factForm ADV
→ HORTER INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 26, 2019 to Oct 4, 2022factForm ADV
→ SGL FINANCIAL, LLCRegistered adviserregistration: previous registration
Sep 29, 2014 to Aug 14, 2019factForm ADV

Dated events

Occurred
Nov 24, 2025
Advisor changed firm
Michael Alexander Watkins left Virtue Capital Management, Llc for Truvestments Capital Llc (registered 2025-12-22)
Form ADVobserved 5 days ago
Occurred
Feb 7, 2024
Advisor changed firm
Michael Alexander Watkins left Redwood Private Wealth for Virtue Capital Management, Llc (registered 2024-01-24)
Form ADVobserved 5 days ago
Occurred
Oct 4, 2022
Advisor changed firm
Michael Alexander Watkins left Horter Investment Management, Llc for Redwood Private Wealth (registered 2022-10-25)
Form ADVobserved 5 days ago