Trunorth Advisors

Overview

Trunorth Advisors is an independent, SEC-registered RIA organized as an LLC and registered in 2025. The firm is owned by an individual and concentrates its practice on individuals and families, charging fees as a percentage of assets under management. Trunorth combines portfolio management and financial planning for individuals and small businesses with insurance brokerage services, and it produces periodic publications and educational seminars for clients. The firm does not identify as an ESG-focused allocator, does not position itself as a multi-state or pension consultant, and does not operate as a capital allocator or related adviser. Its business mix suggests an adviser that blends traditional wealth-management work—planning and discretionary portfolio oversight—with insurance solutions for client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives