Caleb Aaron Brian
Investment adviser representative at True North Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- True North Advisors, LLCApr 2019 to now
- Tolleson Private Wealth ManagementMay 2013 to Mar 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 6017664
- Firm CRD
- 116048