Breakaway
Truing Capital Advisors
UBS Financial Services → Truing Capital Advisors
What changed
Co-founded Truing Capital Advisors, formerly MPI Wealth Management, breaking away from UBS with about $750M in assets under supervision; spent 12 years at UBS.
- Reported / discovered
- Oct 21, 2026
- Effective
- Not reported
- New role
- Founder
- Previous role
- Not reported
- Market
- Las Vegas, NV
- Reported book
- $750M
- Reported team size
- Not disclosed
- Named people
- 2
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
Financial Advisor Magazine ↗Oct 21, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 22, 2026Source evidence reconciled