TruNorth Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$530,591,396
This total excludes 15 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
309
48% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
77
Average account size
$1,717,124
About
TruNorth Capital Management is a fee‑only, fiduciary Registered Investment Adviser that provides discretionary investment management and, at clients’ request, retirement and financial planning services to individuals, high‑net‑worth families, family offices, corporations, charitable foundations and employer‑sponsored retirement plans. The firm also acts as a 3(38) investment manager for sponsored retirement plans and serves clients through managed accounts rather than brokerage or insurance sales.
The firm’s investment approach emphasizes low‑cost, broadly diversified portfolios using ETFs, mutual funds, bonds and cash equivalents with tactical weighting across global asset classes and periodic rebalancing; TruNorth typically avoids individual stocks and non‑load mutual funds except in limited circumstances. Portfolios are managed on a discretionary basis, the firm reports it does not use artificial intelligence to set allocation policy, and it will use options or margin only in targeted, client‑requested situations or for risk‑mitigation.
Compared with many peers, TruNorth routinely publishes newsletters and blogs that are available to both clients and non‑clients and issues quarterly performance reports as part of its client communications. The firm also maintains a membership with DPL Financial Partners to support fee‑based insurance consultancy for client needs, discloses constructive custody for automated fee deduction, and specifically does not vote client proxies.
Client services
Portfolio management
Newsletters or periodicals
Fee options
$0 - $2,000,000: 0.33% annually Over $2,000,000 - $10,000,000: 0.25% annually Over $10,000,000+: 0.10% annually
Account minimum: No minimum account size to open an account or establish a relationship; however, there is a minimum quarterly fee of $1,250. Minimum fee: $1,250 per quarter minimum fee Fee-only: Fee-only Registered Investment Adviser; compensated only via investment management fees paid by clients; does not accept commissions.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
TruNorth Capital Management, LLC
1090 North 10 Th Street, Suite 210
Kalamazoo MI 49009, United States
Number of offices
3
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