Jonathan Treussard
Treussard Capital Management · Newport Beach, California
Jonathan Treussard is a fee-only financial advisor at Treussard Capital Management in Newport Beach, California. Jonathan focuses on family wealth transfer. Treussard Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Treussard Capital Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $74.5M across 50 accounts |
| SEC registration | Investment adviser representative in CA, NY · CRD 7722479 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wealth-empowered.beehiiv.com |
| Profile |
How Jonathan's firm compares
- Treussard Capital Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Jonathan
Is Jonathan Treussard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Treussard Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, Treussard Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jonathan Treussard based?
Jonathan Treussard is based in Newport Beach, California.
What does Jonathan specialize in?
Jonathan's specialties include family wealth transfer. Jonathan works with multi-generational families.
Is Jonathan Treussard registered with the SEC?
Yes. Jonathan Treussard is registered as an investment adviser representative in CA and NY (CRD 7722479), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Treussard Capital Management manage?
Treussard Capital Management reports $74.5M across 50 accounts in assets under management.
How do I contact Jonathan Treussard?
Through Jonathan's website, wealth-empowered.beehiiv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Treussard Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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