George D. Smith

TRUSCO INVESTMENT MANAGEMENT

Nashville, TN 37204

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CRD#: 1778962

Professional summary

George Dibrell Smith JR is a registered financial advisor currently at TRUSCO INVESTMENT MANAGEMENT, LLC located in Nashville, Tennessee.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. George has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

N3L CAPITAL MANAGEMENT, LLC (PRIVATE FUND INVESTMENT ADVISER) AND N3L CAPITAL PARTNERS, LLC (PRIVATE FUND GENERAL PARTNER), 2932 FOSTER CREIGHTON DRIVE NASHVILLE TN 37215, MEMBER, APPROXIMATELY 20 HOURS/MONTH (DURING SECURITIES TRADING HOURS) (OCTOBER 2016 - PRESENT)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Dibrell Smith JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 18, 2017 - Present

TRUSCO INVESTMENT MANAGEMENT, LLC

Office #1: 2932 Foster Creighton Dr, Nashville, TN 37204

RIA

CRD#: 285736

Nashville, TN

Past

September 4, 2015 - September 6, 2017

ACADIA WEALTH ADVISORS

RIA

CRD#: 155698

NASHVILLE, TN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(1/18/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

TRUSCO INVESTMENT MANAGEMENT, LLC

CRD#: 285736 / SEC#:

Tennessee

Registered Investment Advisory firm - (1/17/2017 Approved)

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Contact information

Main Address

2932 Foster Creighton Dr, Nashville, TN 37204

Mailing Address

Phone number

(615) 351-6417

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	115
AUM (Assets Under Management)	$ 97,220,007

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/29/2025	Cover Page	Report

Red Flags

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George D. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Dibrell Smith JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUSCO INVESTMENT MANAGEMENT, LLC

ACADIA WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

TRUSCO INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUSCO INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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