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William Tennyson Sanders

Investment adviser representative at True North Advisors, LLC
17 yearsExperience
1 stateRegistered in
$5.4BFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

17 years in the industry.

  1. True North Advisors, LLCSep 2024 to now
  2. Clear Rock Advisors, LLCDec 2015 to Sep 2024
  3. Atlas Efficiency SolutionsMar 2009 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law1999
  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (TX).

True North Advisors, LLC

$5.4BAssets managed
1,068Clients
32Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3235351
Firm CRD
116048
Advisor's SEC record (opens in a new tab)
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