SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
True North Advisors, LLC
Dallas, TX
CRD 116048
Firm filing updated July 16, 2026 ·
- $5.4BAssets
- 1,068Clients
- 31Advisory staff
- 5,298Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals594
- Individuals428
- Pooled vehicles34
- Charities7
- Corporations or other businesses5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 428 | $136.0 million |
| High net worth individuals | 594 | $3.8 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 34 | $1.1 billion |
| Charitable organizations | 7 | $38.2 million |
| Corporations or other businesses not listed above | 5 | $373.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$5.4 billion
- Accounts5,298
- Discretionary$5.0 billion · 5,284 accounts
- Non-discretionary$402.2 million · 14 accounts
People
- Employees89
- Advisory staff31
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
24 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 116048, SEC file 801-66250.
- Registered with the SEC as an investment advisor (status date on record: February 21, 2006).
Is True North Advisors, LLC a fiduciary?
Short answer: True North Advisors, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.