True North Advisors, LLC
Dallas, TX·SEC-registered · CRD #116048
True North Advisors, LLC is an SEC-registered investment advisory firm in Dallas, TX managing $5.4B across 5.3k client accounts, with 31 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$5.4B
Client accounts
5.3k
Advisory staff
31
Fee model
Fee-based
How True North Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about True North Advisors, LLC
How much does True North Advisors, LLC manage?
Per its most recent SEC Form ADV filing (03/27/2026), True North Advisors, LLC reports $5.4B in regulatory assets under management across roughly 5.3k client accounts.
How does True North Advisors, LLC charge?
True North Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is True North Advisors, LLC a fiduciary?
Yes. True North Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #116048), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is True North Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks True North Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from True North Advisors, LLC's public SEC Form ADV filing (CRD #116048, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of True North Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with True North Advisors, LLC? Claim this profile.