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TRUE NORTH ADVISORS, LLC
CRD 116048File 801-66250
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.42B
Top 25% of cohort (national)
Discretionary AUM
$5.02B
Non-discretionary $402.2M
Clients
1,068
5,298 accounts
Employees
89
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 21, 2006
- Principal office
- 3131 TURTLE CREEK, SUITE 1300, DALLAS, TX, 75219
- Phone
- 214-360-7300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.42B
- Discretionary AUM
- $5.02B
- Non-discretionary AUM
- $402.2M
- Discretionary accounts
- 5,284
- Non-discretionary accounts
- 14
- Total accounts
- 5,298
- AUM per client
- $5.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $373.2M |
| Charitable organizations | 7 | $38.2M |
| High net worth individuals | 594 | $3.79B |
| Pooled investment vehicles | 34 | $1.08B |
| Individuals (other than high net worth individuals) | 428 | $136.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.