# Trunorth Capital Management, LLC

> Trunorth Capital Management, LLC is an SEC-registered investment advisory firm in Kalamazoo, MI, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 165285
- Filed as: TRUNORTH CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kalamazoo, MI
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165285
- AdvisorCensus page: https://advisorcensus.com/firm/trunorth-capital-management-llc-kalamazoo-mi-165285

## Quick answers

**How is Trunorth Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trunorth Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Trunorth Capital Management, LLC located?**
Trunorth Capital Management, LLC's principal office is in Kalamazoo, MI, according to its Form ADV.

**Is Trunorth Capital Management, LLC registered with the SEC or a state?**
Trunorth Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 165285.

**How much does Trunorth Capital Management, LLC manage?**
Trunorth Capital Management, LLC reports $724,533,781 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (100% discretionary).

**How have Trunorth Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Trunorth Capital Management, LLC: Regulatory assets under management: $226,430,253 in the October 2021 data and $724,533,781 in the October 2026 data, up 220%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trunorth Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (175); high net worth individuals (167); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Trunorth Capital Management, LLC use?**
Trunorth Capital Management, LLC's 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 Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/165285

**Does Trunorth Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 28, 2026 says: "TruNorth Capital does not impose a minimum account size to open an account or establish a relationship."

**What changed in Trunorth Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $530,591,396 to $724,533,781 (+37%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 28, 2026)

- Account minimum: None

> TruNorth Capital does not impose a minimum account size to open an account or establish a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $724,533,781
- Discretionary: $724,533,781
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 175 | $55,540,137 |
| High net worth individuals | 167 | $632,737,271 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $27,759,089 |
| Charitable organizations | 3 | $7,348,704 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 4 | $1,148,580 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, MI, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trunorthcapital.com
- LinkedIn @TRUNORTH-CAPITAL-MANAGEMENT-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $226,430,253 | 3 | May 18, 2021 |
| October 2022 | $270,032,183 | 3 | September 23, 2022 |
| October 2023 | $294,630,787 | 4 | September 22, 2023 |
| October 2024 | $415,276,666 | 4 | September 13, 2024 |
| October 2025 | $530,591,396 | 4 | July 11, 2025 |
| October 2026 | $724,533,781 | 4 | May 28, 2026 |

Regulatory assets under management: $226,430,253 in the October 2021 data and $724,533,781 in the October 2026 data, up 220%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $530,591,396 to $724,533,781 (+37%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trunorth Capital Management, LLC (CRD 165285): Form ADV filing data as of October 2026.