Travis H. Fields

ACRUENCE CAPITAL

OAKLAND, CA

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CRD#: 5704147

Professional summary

Travis Hudson Fields, who also goes by Travis H Fields, is a registered financial advisor currently at ACRUENCE CAPITAL, LLC located in Oakland, California.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Travis has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Travis H Fields

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Hudson Fields'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

November 19, 2019 - Present

ACRUENCE CAPITAL, LLC

RIA

CRD#: 305482

OAKLAND, CA

Past

November 11, 2015 - December 5, 2019

SENSUS WEALTH MANAGEMENT GROUP LLC

RIA

CRD#: 153357

Oakland, CA

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".

ACRUENCE CAPITAL, LLC

CRD#: 305482 / SEC#: 801-119919

RIA

Registered Investment Advisory firm - (3/16/2021 Approved)

Texas

Registered Investment Advisory firm - (11/18/2019 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

Texas
(11/19/2019)

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

State Security Law Exam

IAR

Series 65

Date: 11/10/2015

Uniform Investment Adviser Law Examination

Current Firm

ACRUENCE CAPITAL, LLC

CRD#: 305482 / SEC#: 801-119919

RIA

Registered Investment Advisory firm - (3/16/2021 Approved)

Texas

Registered Investment Advisory firm - (11/18/2019 Approved)

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Contact information

Main Address

8111 Preston Rd. Suite 500, Dallas, TX 75225-6339

Mailing Address

Phone number

(833) 653-6400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ACRUENCE FORM ADV, PART 2A AS OF MARCH 2025 (4/4/2025)

Regulatory assets under management

Total Number of Accounts	3
AUM (Assets Under Management)	$ 112,943,100

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.

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Travis H. Fields

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Hudson Fields's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACRUENCE CAPITAL, LLC

SENSUS WEALTH MANAGEMENT GROUP LLC

Primary Firm SEC Registration

ACRUENCE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/10/2015

Current Firm

ACRUENCE CAPITAL, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACRUENCE CAPITAL, LLC

TRUST BUT VERIFY

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