# Trunorth Financial Services, Inc. > Trunorth Financial Services, Inc. is an SEC-registered investment advisory firm in Chambersburg, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026. - CRD: 111308 - Filed as: TRUNORTH FINANCIAL SERVICES, INC. - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Chambersburg, PA - Filing period: October 2026 - Form ADV filing dated: March 23, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111308 - AdvisorCensus page: https://advisorcensus.com/firm/trunorth-financial-services-inc-chambersburg-pa-111308 ## Quick answers **How is Trunorth Financial Services, Inc. compensated?** On its Form ADV (Item 5.E, October 2026), Trunorth Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). **Where is Trunorth Financial Services, Inc. located?** Trunorth Financial Services, Inc.'s principal office is in Chambersburg, PA, according to its Form ADV. **Is Trunorth Financial Services, Inc. registered with the SEC or a state?** Trunorth Financial Services, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 111308. **How much does Trunorth Financial Services, Inc. manage?** Trunorth Financial Services, Inc. reports $309,492,678 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary). **How have Trunorth Financial Services, Inc.'s assets and staff changed since 2021?** In the Form ADV data for Trunorth Financial Services, Inc.: Regulatory assets under management: $174,050,164 in the October 2021 data and $309,492,678 in the October 2026 data, up 78%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Trunorth Financial Services, Inc. serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (351); high net worth individuals (88); charitable organizations (6). **Which custodians does Trunorth Financial Services, Inc. use?** Trunorth Financial Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets. **Does Trunorth Financial Services, Inc. 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/111308 **What changed in Trunorth Financial Services, Inc.'s recent Form ADV filings?** In the April 2026 filing data: Regulatory assets under management went from $257,928,288 to $309,492,678 (+20%). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. - Fidelity Distributors Company LLC 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: $309,492,678 - Discretionary: $309,492,678 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 351 | $110,368,737 | | High net worth individuals | 88 | $190,455,214 | | Banking or thrift institutions | Not reported | $0 | | Investment companies | Not reported | $0 | | Business development companies | Not reported | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 | | Charitable organizations | 6 | $8,121,723 | | State or municipal government entities (including government pension plans) | Not reported | $0 | | Other investment advisers | Not reported | $0 | | Insurance companies | Not reported | $0 | | Sovereign wealth funds and foreign official institutions | Not reported | $0 | | Corporations or other businesses not listed above | Fewer than 5 | $547,004 | | Other | Not reported | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Publication of periodicals or newsletters - Educational seminars/workshops ### Firm details - Registered since: 2018 (8 years) - Employees: 6 total, 3 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CO, MD, NC, PA, SC, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - trunorthfs.com ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $174,050,164 | 5 | March 31, 2021 | | October 2022 | $200,627,298 | 5 | May 2, 2022 | | October 2023 | $180,004,893 | 6 | March 30, 2023 | | October 2024 | $214,331,000 | 6 | April 2, 2024 | | October 2025 | $257,928,288 | 6 | March 24, 2025 | | October 2026 | $309,492,678 | 6 | March 23, 2026 | Regulatory assets under management: $174,050,164 in the October 2021 data and $309,492,678 in the October 2026 data, up 78%. Total employees: 5 in October 2021 and 6 in October 2026. ## Changes in the filing (last 12 months) ### April 2026 - Regulatory assets under management went from $257,928,288 to $309,492,678 (+20%). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trunorth Financial Services, Inc. (CRD 111308): Form ADV filing data as of October 2026.