AdvisorCensus / Financial advisors / South Carolina / Greenville / Trunorth Advisors
Trunorth Advisors is an SEC-registered investment advisory firm in Greenville, SC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.
Quick answers
From the filingHow is Trunorth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Trunorth Advisors reports these compensation arrangements: a percentage of assets under its management.
How much does Trunorth Advisors charge?
Its Form ADV Part 2A brochure dated June 11, 2026 states: Flat fee: $500 to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Trunorth Advisors located?
Trunorth Advisors' principal office is in Greenville, SC, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is Trunorth Advisors registered with the SEC or a state?
Trunorth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 304558.
How much does Trunorth Advisors manage?
Trunorth Advisors reports $300,812,330 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).
How have Trunorth Advisors' assets and staff changed since 2025?
In the Form ADV data for Trunorth Advisors: Regulatory assets under management: $188,733,908 in the October 2025 data and $300,812,330 in the October 2026 data, up 59%. Total employees: 26 in October 2025 and 31 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Trunorth Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,044); high net worth individuals (63).
Which custodians does Trunorth Advisors use?
Trunorth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Trunorth Advisors report any disciplinary disclosures?
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.H(1)(b) (court finding of a violation) and 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304558
Does Trunorth Advisors state an account minimum?
Its Form ADV Part 2A brochure dated June 11, 2026 says: "TruNorth Advisors does not impose a minimum fee, minimum portfolio size or a minimum initial investment to open an account."
What changed in Trunorth Advisors' recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in NY.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
TruNorth Advisors does not impose a minimum fee, minimum portfolio size or a minimum initial investment to open an account.
Flat fee: $500 to $10,000 (financial planning services)
The brochure's wording
Clients that are receiving financial planning services are charged a fixed fee ranging from $500.00 to $10,000.00, depending upon the complexity of a client’s plan and services provided.
As stated in the firm's Form ADV Part 2A brochure dated June 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$300,812,330 as of October 2026, filing dated July 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Resolute Capital, LLC
- Also doing business as
- TRUNORTH ADVISORS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 31. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the August 2026 filing
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 112 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Civil court matters Item 11.H
- 11.H(1)(b) Has a domestic or foreign court ever found that the firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations?
- 11.H(2) Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $300,812,330 | 31 | July 15, 2026 |
| October 2025 | $188,733,908 | 26 | March 31, 2025 |
Regulatory assets under management: $188,733,908 in the October 2025 data and $300,812,330 in the October 2026 data, up 59%.
Total employees: 26 in October 2025 and 31 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in NY.
- April 2026
- Added the business name Trunorth Advisors.
- Employees performing advisory functions went from 10 to 8.
- Regulatory assets under management went from $188,733,908 to $300,812,330 (+59%).
- Registered or notice-filed in TX.
- December 2025
- Item 11 disclosure answers changed: 2 yes answers, previously 0 (now yes: 11.H(1)(b), 11.H(2)).
- Registered or notice-filed in FL, GA.
- November 2025
- Added an office in Asheville, NC.
- Added an office in Charlotte, NC.
- Added an office in Clemson, SC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Trunorth Advisors (CRD 304558): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/trunorth-advisors-greenville-sc-304558