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Includes a cover page with registration adviser definition and notices that SEC or state registration does not indicate skill level. Provides a material changes section describing updates since the prior annual filing, including revisions to Advisory Business and clarification of IRA and Roth IRA account maintenance fees. Offers contact details and directs readers to additional information on the SEC adviser website.",{"@graph":69,"@context":123},[70,84,106],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":40,"@type":76,"position":81},"https://docshare.wps.com/document/research-report/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/true-blue-financial-llc-form-adv-part-2a-brochure/203709/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/true-blue-financial-llc-form-adv-part-2a-brochure/203709.png","ImageObject",300,407,{"name":92,"@type":93},"Rhys","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-08","2026-09-04",true,{"@type":102,"interactionType":103,"userInteractionCount":105},"InteractionCounter",{"@type":104},"ViewAction",13,{"@type":107,"mainEntity":108},"FAQPage",[109,115,119],{"name":110,"@type":111,"acceptedAnswer":112},"What is the purpose of the Form ADV Part 2A brochure for True Blue Financial, LLC?","Question",{"text":113,"@type":114},"It provides information about the firm’s qualifications and business practices. It also includes required disclosures and notices regarding registration.","Answer",{"name":116,"@type":111,"acceptedAnswer":117},"What material changes were reported as of March 29, 2025?",{"text":118,"@type":114},"Updates include revised Item 4 advisory business figures as of March 10, 2025 and clarification in Item 12 about the $40 annual maintenance fee charged by the account custodian LPL for traditional IRA and Roth IRA accounts.",{"name":120,"@type":111,"acceptedAnswer":121},"Where can additional information about the firm be found?",{"text":122,"@type":114},"Additional information is available on the SEC’s adviserinfo website. The brochure also lists the firm’s CRD number and contact details for questions.","https://schema.org",{"og:url":83,"og:type":125,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":127,"canonical":83},"index,follow",{"doc_id":129,"site_id":62},203709,1788562739,{"code":4,"msg":5,"data":132},{"doc_id":129,"user_id":133,"nickname":92,"user_avatar":134,"doc_module":4,"category_id":39,"category_name":40,"doc_title":65,"doc_description":67,"doc_content":135,"file_id":136,"file_url":137,"file_type":138,"file_size":139,"view_count":105,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":140,"language":141,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":142,"faqs":143,"seo_title":144,"seo_description":67,"update_tm":130,"read_time":145},687207024643,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","| Form ADV Part 2A Brochure\u003Cbr>Item 1 – Cover Page\u003Cbr>True Blue Financial, LLC\u003Cbr>|  |\n| --- | --- |\n| Stevensville Office\u003Cbr>7889 Red Arrow Highway Stevensville, MI 49127 | Benton Harbor Office\u003Cbr>667 West Main, Suite A Benton Harbor, MI 49022 |\n| [www.trueblue.financial](www.trueblue.financial)\u003Cbr>[Mailing Address:](Mailing Address:)\u003Cbr>P.O. Box 198\u003Cbr>Stevensville, MI 49127-0198\u003Cbr>Phone: (269) 982-2710\u003Cbr>Fax: (269) 924-0959\u003Cbr>Email: [lbrown@trueblue.financial](lbrown@trueblue.financial)\u003Cbr>March 29, 2025\u003Cbr>True Blue Financial, LLC is a registered investment adviser. An \"investment adviser\" means any person who, for compensation, engages in the business of advising others, either directly or through publications or writings, as to the value of securities or as to the advisability of investing in, purchasing, or selling securities, or who, for compensation and as part of a regular business, issues or promulgates analyses or reports concerning securities. Registration with the SEC or any state securities authority does not imply a certain level of skill or training.\u003Cbr>This brochure provides information about the qualifications and business practices of True Blue Financial, LLC. If you have any questions about the contents of this brochure, please contact us at (269) 982-2710. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.\u003Cbr>Additional information about True Blue Financial, LLC is available on the SEC’s website [at](at www.adviserinfo.sec.gov)[ ](at www.adviserinfo.sec.gov)[www.adviserinfo.sec.gov](at www.adviserinfo.sec.gov). Our firm’s CRD\\# is 310841. |  |\n\nItem 2 – Material Changes  \nThe purpose of this page is to inform you of any material changes since the previous annual filing of this disclosure brochure.  \nOn March 29, 2025, we submitted our annual updating amendment for the fiscal year 2024. We made the following changes to our Form ADV Part 2A Brochure:  \n• Item 4 – Advisory Business was updated to reflect that as of March 10, 2025, we had approximately $165,478,861 in directly managed, regulatory assets under management on a discretionary basis and none on a non-discretionary basis.  \n• Item 12 has been updated to clarify that the account custodian, LPL, charges account holders a $40 annual maintenance fee for traditional IRA and Roth IRA accounts.  \nIn addition to the changes noted above, we strongly encourage you to carefully review our full brochure. If you have questions, or if you would like to receive a complete copy of our current brochure free of charge at any time, please contact us at (269) 982-2710 or at [lbrown@trueblue.financial](lbrown@trueblue.financial).  \nItem 3 – Table of Contents  \nItem 1 – Cover Page................................................................................................................................................... 1  \nItem 2 – Material Changes ........................................................................................................................................ 2  \nItem 3 – Table of Contents ........................................................................................................................................ 3  \nItem 4 – Advisory Business ........................................................................................................................................4  \nItem 5 – Fees and Compensation .............................................................................................................................. 7  \nItem 6 – Performance-Based Fees and Side-By-Side Management ........................................................................ 12  \nItem 7 – Types of Clients ......................................................................................................................................... 12  \nItem 8 – Methods of Analysis, Investment Strategies and Risk of Loss...........","cbCaiuXYZYrkP1zu","https://ap.wps.com/l/cbCaiuXYZYrkP1zu","pdf",540105,48,"English","# Item 1 – Cover Page\n# Item 2 – Material Changes\n# Item 3 – Table of Contents\n# Item 4 – Advisory Business\n# Item 5 – Fees and Compensation\n# Item 6 – Performance-Based Fees and Side-By-Side Management\n# Item 7 – Types of Clients\n# Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss\n# Item 9 – Disciplinary Information\n# Item 10 – Other Financial Industry Activities or Affiliations\n# Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading\n# Item 12 – Brokerage Practices\n# Item 13 – Review of Accounts\n# Item 14 – Client Referrals and Other Compensation\n# Item 15 – Custody\n# Item 16 – Investment Discretion\n# Item 17 – Voting Client Securities\n# Item 18 – Financial Information\n# Item 19 – Requirements of State-Registered Advisers\n# Form ADV Part 2B Brochure Supplements","[{\"question\":\"What is the purpose of the Form ADV Part 2A brochure for True Blue Financial, LLC?\",\"answer\":\"It provides information about the firm’s qualifications and business practices. It also includes required disclosures and notices regarding registration.\"},{\"question\":\"What material changes were reported as of March 29, 2025?\",\"answer\":\"Updates include revised Item 4 advisory business figures as of March 10, 2025 and clarification in Item 12 about the $40 annual maintenance fee charged by the account custodian LPL for traditional IRA and Roth IRA accounts.\"},{\"question\":\"Where can additional information about the firm be found?\",\"answer\":\"Additional information is available on the SEC’s adviserinfo website. The brochure also lists the firm’s CRD number and contact details for questions.\"}]","True Blue Financial, LLC - Form ADV Part 2A Brochure | PDF",121]