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JK

John J. Kostaken

TRUVESTMENTS CAPITAL LLC
CHICAGO, IL 60611
Some features on this profile are disabled
CRD#: 7070536
JK

Professional summary

John Joseph Kostaken, who also goes by John Kostaken, is a registered financial advisor currently at TRUVESTMENTS CAPITAL LLC located in Chicago, Illinois.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Kostaken

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.
Associate; Demongronomics, Chicago, IL; Investment related firm; Started 3/2015. Duties include marketing and technology administration; 35-40 hours spent weekly during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Kostaken'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

February 4, 2019 - Present

TRUVESTMENTS CAPITAL LLC

Office #1: 980 North Michigan Avenue Suite 1800, Chicago, IL 60611
RIA
CRD#: 291297
CHICAGO, IL

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
Illinois
(2/4/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/17/2018
Uniform Investment Adviser Law 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#: 291297Chicago, IL 60611

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