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TRUNORTH CAPITAL MANAGEMENT, LLC

KALAMAZOO, MI · CRD 165285 · IAPD ↗ · 8774690446

$724.5MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — TRUNORTH CAPITAL MANAGEMENT, LLC reported RAUM up 37% ($530.6M -> $724.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
August 2025 — TRUNORTH CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
February 2025 — TRUNORTH CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($415.3M -> $530.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
66
April 2024 — TRUNORTH CAPITAL MANAGEMENT, LLC reported RAUM up 41% ($294.6M -> $415.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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