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TRUE NORTH ADVISORS, LLC
CRD 116048 · SEC 801-66250
3131 TURTLE CREEK, SUITE 1300, DALLAS, TX, 75219, United States
Phone
214-360-7300
Fax
214-360-7301
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.42B
Discretionary AUM
$5.02B
Team
89 total employees; 31 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 428 | $136.0M |
| High net worth individuals | 594 | $3.79B |
| Pooled investment vehicles | 34 | $1.08B |
| Charitable organizations | 7 | $38.2M |
| Corporations/business entities | 5 | $373.2M |
States served
AZ, CA, CO, GA, IL, KS, LA, NJ, NY, TN, VA, MO, WA, TX, NH, CT, FL
All web addresses on file
- https://open.spotify.com/show/3EhHbVcglw8byCA4atwCqt?si=_xqQlPTAQ36bwA--bdk4PA&nd=1&dlsi=873e5517c351410f
- HTTP://WWW.TRUENORTHADVISORS.COM
- HTTPS://WWW.FACEBOOK.COM/TRUENORTHDALLAS
- HTTPS://TWITTER.COM/TRUENORTHDALLAS
- https://www.youtube.com/channel/UCsCj89nNQmS_M6KunYt_Pyw
- https://www.instagram.com/truenorthadvisorstx
- HTTPS://WWW.LINKEDIN.COM/COMPANY/TRUE-NORTH-ADVISORS
- https://www.tiktok.com/@truenorthadvisors?_t=8kPXddHDtcM&_r=1
- https://podcasts.apple.com/us/podcast/decision-points/id1709613581
- https://westernalternativestrategies.com
- https://westernalts.com
Official SEC filing: View on IAPD