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TREUSSARD CAPITAL MANAGEMENT
TREUSSARD CAPITAL MANAGEMENT LLC
CRD 326105
895 DOVE STREET, SUITE 300, NEWPORT BEACH, CA, 92660, United States
Phone
(949) 776-9696
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$74.5M
Discretionary AUM
$74.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $5.3M |
| High net worth individuals | 11 | $69.2M |
All web addresses on file
- https://www.linkedin.com/company/treussard-capital-management/
- https://www.instagram.com/jonathan_treussard/
- https://www.facebook.com/TreussardCapitalManagement
- https://wealth-empowered.beehiiv.com/
- http://www.treussard.com
- https://www.linkedin.com/in/jonathantreussard/
- https://www.youtube.com/@treussardtalks
- https://podcasts.apple.com/us/podcast/treussard-talks/id1811668602
- https://open.spotify.com/show/3ySvuOm24mSCflqUOWlrhy?si=42e082741b5c44a5
- https://treussard-talks.podbean.com/
Official SEC filing: View on IAPD