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TRUNORTH ADVISORS
Legal name: RESOLUTE CAPITAL, LLC
CRD 304558File 801-131843
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$300.8M
Below cohort median (national)
Discretionary AUM
$300.8M
Clients
1,107
2,435 accounts
Employees
31
Below cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 21, 2025
- Principal office
- 501 RIVER STREET, SUITE 200, GREENVILLE, SC, 29601
- Phone
- (864) 800-1831
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $300.8M
- Discretionary AUM
- $300.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,435
- Non-discretionary accounts
- 0
- Total accounts
- 2,435
- AUM per client
- $272K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 63 | $115.4M |
| Individuals (other than high net worth individuals) | 1,044 | $185.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- 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
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11H2
- Q11H1B
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.