Trunorth Capital Management, LLC
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
FINTRXOverview
Trunorth Capital Management, LLC is an independent, individually owned registered investment adviser that focuses on fee-based portfolio management for both private clients and institutional or business accounts. The firm is SEC-registered (registered in 2020) and combines percentage-of-AUM billing with fixed fees. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and the publication of periodicals or newsletters. Trunorth identifies as an active ESG investor and lists a law firm among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities8%
- Cash & Cash Equivalents3%
- Private Funds1%
Contacts
3 of 4
Jean-claude Morisset
Investment Adviser RepresentativeCRD 6038678
Brian Mullally
Co-FounderCRD 6124884
Kevin Miller
President, CCOCRD 4861915
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$612M in ETFs
83%
$506M
17%
$107M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $164M | 5,602,501 | 26.82% |
Location
Kalamazoo, MI
Kalamazoo
Location
Kalamazoo, MI
Headquartered in Kalamazoo, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- Kalamazoo
- Address
- 1090 N 10th St
- Time zone
- ET (UTC-5)
- Office locations
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