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Kevin Mcenerney

Truvestments Capital LLC
39 Years of Experience
Vero Beach, FL
2 Disclosures
View SEC Summary
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Kevin Mcenerney is a registered investment advisor at Truvestments Capital LLC, based in Vero Beach, FL, with 39 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,317 clients with $660M in assets under management.

Truvestments Capital LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,317 clients
Average Client Portfolio
$502K average
Assets Under Management
$660.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5M+1.35%

Fees may be negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management with the advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1031 Royal Palm Blvd., Vero Beach, FL, 32960

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2024
Settled
Regulatory
August 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Kevin is the president of Kevin McEnerney Inc. DBA McEnerney Tax Advisory, dedicating about 10-20% of his time, with about a quarter of his time during securities trading hours. He is also the president of Lynch Tax Advisory Group, spending minimal time on this business.

Employment History
Current Registrations
Truvestments Capital LLC
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
The Mcenerney Group
November 2006 - December 2024 · 18 yrs 1 mo
Legacy Financial Services, INC.Broker
December 2003 - April 2005 · 1 yr 4 mos
Amsouth Investment Services, INC.Broker
May 2001 - February 2003 · 1 yr 9 mos
Suntrust Securities, INC.Broker
December 2000 - May 2001 · 5 mos
Painewebber IncorporatedBroker
May 1987 - February 1999 · 11 yrs 9 mos
Oppenheimer & CO., INC.Broker
June 1985 - March 1987 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1982 - July 1985 · 2 yrs 10 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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