Trunorth Capital Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$725M

Discretionary

$725M

100% of AUM

Avg account

$693K

Accounts

1,045

Employees

Advisory reps

Firm details

Headquarters: Kalamazoo, Michigan
CRD number: 165285
Registered since: July 31, 2020
Website: www.trunorthcapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI87.33%
Individuals7.67%
Pension & Profit Sharing Plans3.83%
Charitable Organizations1.01%
Corporations / Businesses0.16%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

Trunorth Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm serves both individual and family clients as well as institutional clients, and it bills using a mix of percentage-of-AUM and fixed fees. Advisory services explicitly include portfolio management for individuals/small businesses and for businesses or institutions, and the firm also produces periodicals or newsletters as part of its client communications. The firm identifies itself as an active ESG investor, indicating environmental, social or governance factors are a consideration in its process. Trunorth reports an industry affiliation with a law firm. It is owner-operated (individual owner) and is not coded as a multi-state adviser or a pension consultant.