True North Advisory, LLC

Overview

True North Advisory, LLC is a small, independent registered investment adviser that focuses on individualized financial planning and portfolio management for individuals and small businesses. The firm operates primarily as a capital allocator, selecting third-party managers and investment vehicles on behalf of clients rather than running a large in-house investment platform. Its advisory work mixes fee models — percentage of assets under management, hourly charges and fixed-fee engagements — which allows it to serve clients with varying needs and budget structures. Investment activity is tilted toward publicly traded equities and exchange-traded products, with a clear preference for liquid holdings that can be implemented for small, concentrated client portfolios. The adviser also identifies and uses alternative investment vehicles through third-party managers, supplementing core equity exposure with real estate, commodities, private placements and digital currency where appropriate. The firm's custody relationships and low total assets under management suggest a boutique practice serving a handful of clients with personalized, non-discretionary arrangements.

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Location & Offices