True North Advisors, LLC

RIASEC Registered

Total AUM

$5.4B

Discretionary

$5B

93% of AUM

Avg account

$1M

Accounts

5,298

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 116048
Registered since: February 21, 2006
Website: truenorthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI69.91%
Pooled Investment Vehicles20%
Corporations / Businesses6.88%
Individuals2.51%
Charitable Organizations0.7%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

True North Advisors, LLC is an independent RIA organized as an LLC and registered with the SEC in 2006. It functions as a capital allocator for both high-net-worth individuals and families as well as institutional clients, offering fee arrangements that include percentage-of-AUM, fixed fees, and performance-based fees. Advisory services listed include financial planning, discretionary portfolio management for individuals, small businesses, pooled vehicles, and institutions, pension consulting, and selection of other advisers. The firm also acts in sponsor/GP/managing member roles for pooled investment vehicles. True North does not identify as an active ESG investor. Industry recognition includes placements on FA Magazine’s Top RIA Firms (2020) and Forbes’ lists in 2023 and 2024.