# TRUE LINK FINANCIAL ADVISORS

TRUE LINK FINANCIAL ADVISORS of SAN FRANCISCO, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 281870
- Type: SEC-registered investment adviser
- SEC file number: 801-114179
- Location: 505 MONTGOMERY ST., SAN FRANCISCO, CA, 94111
- Phone: 855-435-5140
- Latest filing: 2026-03-30
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $68.1M
- Clients: 7
- Accounts: 1,461

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Kai Heimer Stinchcombe | MANAGING MEMBER | — |
| Jessica Wendy Rossman | VP, GC AND CCO | — |
| Scott William Parker | MANAGING DIRECTOR | — |
| AGUADA-HALLBERG CAROL A | CCO | — |
| MCDONNELL EILEEN CLAIRE | CCO | — |
| Stinchcombe Kai | SHAREHOLDER | — |
| STINCHCOMBE KAI HEIMER | CEO; MANAGING MEMBER; SHAREHOLDER | — |
| MCDONNELL CLAIRE CHRISTIE | CCO; COO; SHAREHOLDER | — |
| GUERRERO GEORGE EDWARD | CCO; PRINCIPAL; PRINCIPAL/CIO | — |
| PARKER CHAD WILLIAM | MANAGING DIRECTOR | — |
| hagerman heather | CCO | — |
| Rossman Jessica | CCO | — |
| ROSSMAN JESSICA WENDY | VP, GC AND CCO | — |
| SHEHATA GEORGE | VP, INVESTMENT ADVISORY | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2022-05-02 | regulatory | IN AN MAY 2, 2022 CEASE AND DESIST ORDER (THE "ORDER"), THE SEC DESCRIBES AN ORLANDO-BASED NONPROFIT (THE "NPC") AND AN ORLANDO-BASED FOR-PROFIT COMPANY (THE "FPC") AND FINDS THAT, WHILE CERTAIN POOLED SPECIAL NEEDS TRUSTS (THE "POOLED TRUSTS") WERE REPRESENTED TO BE MANAGED BY NPC AS TRUSTEE, IN RE… | Final | $220K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281870/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281870/similar
- Related entities: https://search.stillhousedata.com/firm/281870/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281870

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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.