# TRUSTCORE FINANCIAL SERVICES, LLC

TRUSTCORE FINANCIAL SERVICES, LLC of BRENTWOOD, TN is an SEC-registered investment adviser.

## Registration

- CRD: 106522
- Type: SEC-registered investment adviser
- SEC file number: 801-17538
- Location: 5314 MARYLAND WAY, SUITE 300, BRENTWOOD, TN, 37027-6219
- Phone: 615-377-1177
- Latest filing: 2022-12-16
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $205.5M
- Clients: 46
- Accounts: 7,758

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| James T Morris | CHIEF COMPLIANCE OFFICER | Newport Beach, CA |
| Taylor M Randall | PARTNER | Salt Lake City, UT |
| James Bertram Morris | CHIEF COMPLIANCE OFFICER | Portland, OR |
| James Michael Morris | CHIEF COMPLIANCE OFFICER | — |
| James Tucker Morris | CHIEF COMPLIANCE OFFICER | — |
| James Marc Morris | CHIEF COMPLIANCE OFFICER | — |
| MURPHY KEVIN FRANCIS | CHIEF COMPLIANCE OFFICER | — |
| EDMONDS DARRYL LYNN | DIRECTOR; DIRECTOR, CHAIRMAN OF THE BOARD; PRESIDENT (+3 more) | — |
| JACOBS MIKAEL WINNIE | DIRECTOR | — |
| REED ROGER HAROLD | DIRECTOR; PRESIDENT; SECRETARY | — |
| SINCLAIR BOBBY WEATHERFORD | DIRECTOR | — |
| REED WILLIAM CRAIG | DIRECTOR; DIRECTOR (TRUSTCORE LLC), PRESIDENT (TRUSTCORE FINANCIAL SERVICES LLC); PRESIDENT | — |
| MITCHELL JAMES ALBERT | PARTNER | — |
| DEAN GARY HILTON | CEO (TRUSTCORE LLC), PARTNER (TRUSTCORE, LLC) VICE-PRESIDENT (TRUSTCORE FINANCIAL SERVICES LLC); CEO (TRUSTCORE LLC), VICE-PRESIDENT (TRUSTCORE FINANCIAL SERVICES LLC); PRESIDENT, CEO (+2 more) | — |
| MCINTYRE LARUE GEE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PARTNER | — |
| JACOBS MIKAEL ALLEN | PARTNER | — |
| SINCLAIR MATTHEW TYLER | PARTNER | — |
| ADCOCK JEFFERSON CHARLES | PARTNER | — |
| MILAM ERIK CANNON | PARTNER | — |
| LEE RANDALL SCOTT | PARTNER | — |
| MACDONALD MARGARET JANE | PARTNER | — |
| CALDWELL ROBERT BRADLEY | PARTNER | — |
| BADER MATTHEW FIELD | PARTNER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| TRUSTCORE PRIVATE OPPORTUNITIES FUND LP | Other Private Fund | — | 111 | $40.9M | $250K |


## Fund service providers (1)

- administrator: NAV CONSULTING

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106522/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106522/similar
- Related entities: https://search.stillhousedata.com/firm/106522/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106522

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.