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Aaron Robert Lang

Investment adviser representative at True North Advisors, LLC
10 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

10 years in the industry.

  1. True North Advisors, LLCSep 2024 to now
  2. Clear Rock Advisors, LLCJan 2020 to Sep 2024
  3. BokJun 2019 to Aug 2019
  4. Waddell and ReedJun 2018 to Aug 2018
  5. College Student TcuAug 2016 to May 2020

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

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
6681815
Firm CRD
116048
Advisor's SEC record (opens in a new tab)
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