{
  "crd_number": 304558,
  "slug": "trunorth-advisors-greenville-sc-304558",
  "primary_business_name": "TRUNORTH ADVISORS",
  "legal_name": "RESOLUTE CAPITAL, LLC",
  "dbas": [
    "TRUNORTH ADVISORS"
  ],
  "city": "Greenville",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "24860",
  "metro": {
    "cbsa_code": "24860",
    "common_name": "Greenville",
    "msa_name": "Greenville-Anderson-Greer, SC",
    "path": "/advisors/sc/greenville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-01-21",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-15",
  "carried_forward": false,
  "raum_total": 300812330.0,
  "raum_discretionary": 300812330.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 31,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 185455439.0,
      "count": 1044
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 115356891.0,
      "count": 63
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL",
    "GA",
    "NC",
    "NY",
    "SC",
    "TX"
  ],
  "websites": [
    "https://facebook.com/trunorthadvisors",
    "https://instagram.com/retiretrunorthadvisors",
    "https://linkedin.com/company/trunorthadvisors",
    "https://retiretrunorth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304558",
  "disclosure_items": [
    {
      "item": "11.H(1)(b)",
      "question": "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?"
    },
    {
      "item": "11.H(2)",
      "question": "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)?"
    }
  ],
  "city_as_filed": "GREENVILLE",
  "url": "https://advisorcensus.com/firm/trunorth-advisors-greenville-sc-304558",
  "display_name": "Trunorth Advisors",
  "summary": "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.",
  "citation": "AdvisorCensus. Trunorth Advisors (CRD 304558): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Trunorth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Trunorth Advisors reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Trunorth Advisors charge?",
      "a": "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."
    },
    {
      "q": "Where is Trunorth Advisors located?",
      "a": "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)."
    },
    {
      "q": "Is Trunorth Advisors registered with the SEC or a state?",
      "a": "Trunorth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 304558."
    },
    {
      "q": "How much does Trunorth Advisors manage?",
      "a": "Trunorth Advisors reports $300,812,330 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have Trunorth Advisors' assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Trunorth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,044); high net worth individuals (63)."
    },
    {
      "q": "Which custodians does Trunorth Advisors use?",
      "a": "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."
    },
    {
      "q": "Does Trunorth Advisors report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Trunorth Advisors state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Trunorth Advisors' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in NY."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 188733908.0,
      "total_employees": 26,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 300812330.0,
      "total_employees": 31,
      "filing_date": "2026-07-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in NY."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added an office in Asheville, NC.",
        "Added an office in Charlotte, NC.",
        "Added an office in Clemson, SC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $10,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "TruNorth Advisors does not impose a minimum fee, minimum portfolio size or a minimum initial investment to open an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $10,000 (financial planning services)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "TruNorth Advisors does not impose a minimum fee, minimum portfolio size or a minimum initial investment to open an account.",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/trunorth-advisors-greenville-sc-304558.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1044,
      "fewer_than_5": false,
      "raum": 185455439.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 63,
      "fewer_than_5": false,
      "raum": 115356891.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304558",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}