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TRUE NORTH RETIREMENT ADVISORS, LLC
CRD 290885File 801-112242
APPROVED
Retail clients
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$460.9M
Above cohort median (national)
Discretionary AUM
$415.9M
Non-discretionary $45.0M
Clients
382
1,140 accounts
Employees
7
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 5, 2018
- Principal office
- 10151 SE SUNNYSIDE ROAD, #400, CLACKAMAS, OR, 97015
- Phone
- (503) 387-6869
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $460.9M
- Discretionary AUM
- $415.9M
- Non-discretionary AUM
- $45.0M
- Discretionary accounts
- 1,123
- Non-discretionary accounts
- 17
- Total accounts
- 1,140
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $695K |
| High net worth individuals | 124 | $324.2M |
| Pension and profit sharing plans | 17 | $45.0M |
| Individuals (other than high net worth individuals) | 241 | $91.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.