DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Michael Alexander Watkins

Truvestments Capital LLCindependent RIASarasota, Fl IA-onlyIAPD 5893859

Feed of 09/15/2026

Also filed as Michael Watkins

At current firm

0 y

since Dec 22, 2025

In the industry

15 y

since Oct 1, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Truvestments Capital LLC independent RIA current
since Dec 22, 2025 · Sarasota, Fl
Virtue Capital Management, LLC independent RIA
Jan 24, 2024 to Nov 24, 2025 · Oldsmar, Fl
Redwood Private Wealth former
Oct 25, 2022 to Feb 7, 2024 · Oldsmar, Fl
Horter Investment Management, LLC independent RIA
Aug 26, 2019 to Oct 4, 2022 · Oldsmar, Fl
Sgl Financial, LLC independent RIA
Sep 29, 2014 to Aug 14, 2019 · Buffalo Grove, Il

Moves

a registration end followed by a registration begin elsewhere

Virtue Capital Management, LLC to Truvestments Capital LLC
left Nov 24, 2025, registered Dec 22, 2025 (28 days) · RIA to RIA
Redwood Private Wealth to Virtue Capital Management, LLC
left Feb 7, 2024, registered Jan 24, 2024 (-14 days) · RIA to RIA
Horter Investment Management, LLC to Redwood Private Wealth
left Oct 4, 2022, registered Oct 25, 2022 (21 days) · RIA to RIA
Sgl Financial, LLC to Horter Investment Management, LLC
left Aug 14, 2019, registered Aug 26, 2019 (12 days) · RIA to RIA

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address