# TRU INDEPENDENCE ASSET MANAGEMENT, LLC

TRU INDEPENDENCE ASSET MANAGEMENT, LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 168256
- Type: SEC-registered investment adviser
- SEC file number: 801-78748
- Location: 15350 SW SEQUOIA PARKWAY, SUITE 250, PORTLAND, OR, 97224
- Phone: (971) 371-3444
- Latest filing: 2026-07-21
- Regulatory AUM: $336.9M
- Discretionary AUM: $336.9M
- Clients: 24
- Accounts: 1,059

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| David Vaughan | CHIEF FINANCIAL OFFICER / BOARD MEMBER | JUPITER, FL |
| Kevin Joseph Miller | CHIEF LEGAL OFFICER / BOARD MEMBER | Lafayette, TN |
| Miller Joseph | CHIEF LEGAL OFFICER / BOARD MEMBER | Juniper, FL |
| Stacy Leigh Sizemore | CHIEF COMPLIANCE OFFICER | — |
| Robert Alan Walter | BOARD MEMBER | — |
| STUVLAND CRAIG PATRICK | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; CHIEF EXECUTIVE OFFICER; MANAGING MEMBER, PRESIDENT, CEO | — |
| BEATTY DAVID LEE | MANAGING MEMBER | — |
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| DILWORTH JAMES KENDALL | MANAGING MEMBER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| WARLICK ERIC DANIEL | MEMBER | — |
| WALTER ROBERT ALAN | BOARD MEMBER | — |
| PENN JAY WILLIAM | MEMBER | — |
| CASTLEMAN MEGAN LOUISE | CHIEF COMPLIANCE OFFICER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| Vaughan David | CHIEF FINANCIAL OFFICER / BOARD MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168256/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168256/similar
- Related entities: https://search.stillhousedata.com/firm/168256/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168256

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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.