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TRUE NORTH ADVISORS, LLC
CRD 116048File 801-66250
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 65 | 89 | increased by24 |
| Apr 1, 2026 | Clients | 921 | 1,068 | increased by147 |
| Apr 1, 2026 | AUM | $4,478,245,158 | $5,422,653,468 | increased by$944,408,310 |
| Apr 1, 2026 | Accounts | 4,317 | 5,298 | increased by981 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 37 | 65 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 604 | 921 | increased by317 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,871,743,854 | $4,478,245,158 | increased by$1,606,501,304 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,331 | 4,317 | increased by986 |
| Apr 1, 2022 | Clients | 594 | 604 | increased by10 |
| Apr 1, 2022 | AUM | $2,338,099,413 | $2,871,743,854 | increased by$533,644,441 |
| Apr 1, 2022 | Accounts | 3,301 | 3,331 | increased by30 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TRUE NORTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRUE NORTH” may also match similarly-named firms). Confirm identity against each filing.
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.