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TRUE NORTH ADVISORS, LLC

DALLAS, TX · CRD 116048 · IAPD ↗ · 214-360-7300

$5.42BRegulatory AUM
31Advisory reps
89Employees
0Clients
251-500Planning clients
34Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
February 2026 — TRUE NORTH ADVISORS, LLC notice-filed in NJ, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
January 2026 — TRUE NORTH ADVISORS, LLC notice-filed in CT, NY, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — TRUE NORTH ADVISORS, LLC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — TRUE NORTH ADVISORS, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — TRUE NORTH ADVISORS, LLC reported RAUM up 34% ($3.34B -> $4.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
77
April 2025 — TRUE NORTH ADVISORS, LLC grew from 21 to 28 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.