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SE

Shane R. Eighme

TRUVESTMENTS CAPITAL LLC
Naples, FL 34103
Some features on this profile are disabled
CRD#: 4210235
SE

Professional summary

Shane Richard Eighme is a registered financial advisor currently at TRUVESTMENTS CAPITAL LLC located in Naples, Florida.

Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Shane has worked at 6 firms and has passed the Series 65, Series 63, Series 6 and Series 7 exams.

top-8-questions

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.
(1) PARTNER/OWNER, SHANE & SHANE FINANCIAL; NON-VARIABLE INSURANCE SALES (HEALTH, DENTAL, VISION, DISABILITY); 40 HRS PER WEEK DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Richard Eighme's CRS (Customer Relationship Summary).
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

October 30, 2019 - Present

TRUVESTMENTS CAPITAL LLC

Office #1: 2400 Tamiami Trail N, Naples, FL 34103
RIA
CRD#: 291297
Naples, FL
Past

October 25, 2013 - September 5, 2014

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
DUBLIN, OH
Past

October 30, 2012 - September 19, 2013

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

October 6, 2008 - June 11, 2012

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
DUBLIN, OH
Past

March 10, 2003 - April 13, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
DUBLIN, OH
Past

April 16, 2002 - August 21, 2002

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

March 14, 2001 - December 17, 2001

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
TAMPA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TC
TRUVESTMENTS CAPITAL LLC
ELITE WEALTH ADVISORS | TRUVESTMENTS CAPITAL LLC | LILY WEALTH MANAGEMENT

CRD#: 291297 / SEC#: 801-112243

RIA
Registered Investment Advisory firm - (1/5/2018 Approved)

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
Florida
(4/13/2022)
IAR
Ohio
(10/30/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/8/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/21/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 10/3/2008
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 3/13/2001
General Securities Representative Examination

Current Firm

TC
TRUVESTMENTS CAPITAL LLC
ELITE WEALTH ADVISORS | TRUVESTMENTS CAPITAL LLC | LILY WEALTH MANAGEMENT

CRD#: 291297 / SEC#: 801-112243

RIA
Registered Investment Advisory firm - (1/5/2018 Approved)
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Contact information

Main Address
5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240
Mailing Address
Phone number
(941) 753-3814
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRUVESTMENTS CAPITAL LLC ADV BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts2,712
AUM (Assets Under Management)$ 601,243,175

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUVESTMENTS CAPITAL LLC

CRD#: 291297Naples, FL 34103

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