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TRUNORTH ADVISORS

GREENVILLE, SC · CRD 304558 · IAPD ↗ · (864) 800-1831

$300.8MRegulatory AUM
8Advisory reps
31Employees
0Clients
0Planning clients
0Private funds
6States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — TRUNORTH ADVISORS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
July 2026 — RESOLUTE CAPITAL, LLC is now doing business as TRUNORTH ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
April 2026 — RESOLUTE CAPITAL, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — RESOLUTE CAPITAL, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
69
April 2026 — RESOLUTE CAPITAL, LLC reported RAUM up 59% ($188.7M -> $300.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
December 2025 — RESOLUTE CAPITAL, LLC notice-filed in FL, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — RESOLUTE CAPITAL, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
December 2025 — RESOLUTE CAPITAL, LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
December 2025 — RESOLUTE CAPITAL, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
68
April 2025 — RESOLUTE CAPITAL, LLC grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
February 2025 — RESOLUTE CAPITAL, LLC (GREENVILLE, SC) is newly SEC-registered with $180.9M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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