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Braden Ryan Cole

Investment adviser representative at True North Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$5.4BFirm assets

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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

14 years in the industry.

  1. True North Advisors, LLCJun 2022 to now
  2. Ch Investment PartnersMay 2017 to Jun 2022
  3. Rgt Capital Management, Ltd.Dec 2012 to Feb 2017

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2008

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
5548177
Firm CRD
116048
Advisor's SEC record (opens in a new tab)
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