Trueman Brown

Financial planning in Lake Zurich, IL

SEC registeredNo commissions reported

Call (847) 228-1968 Send a message Map ↗

Public-record details

Address: 765 Ela Road, Suite 301, Lake Zurich, IL 60047
Phone: (847) 228-1968
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Trueman Brown, LLC
CRD number: 141602
Registration: SEC registered since 2021-04-08
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $196.1 million
Accounts managed: 373
Clients reported (Form ADV 5.D): 129
Individual / high-net-worth clients: 83 / 45
Employees: 2
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-25

SEC registered investment adviser, CRD 141602, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 141602 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.