LP Profile

Trunorth Capital Management

Also known as trunorth

Wealth ManagerKalamazoo, United StatesFounded 2012
$725M
Assets Under Management
Kalamazoo
Headquarters
Investment Focus

About Trunorth Capital Management

TruNorth Capital is a low-cost, fee only investment advisor, providing goals-based financial planning and academically validated portfolio management services.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Trunorth Capital Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$724.5M
Total Clients
1,045
Filing Date
May 28, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Trunorth Capital Management?

Trunorth Capital Management is a wealth manager based in Kalamazoo, United States, managing approximately $725M in assets.

Where is Trunorth Capital Management headquartered?

Trunorth Capital Management is headquartered in Kalamazoo, United States.

How much does Trunorth Capital Management manage?

Trunorth Capital Management manages approximately $725M in assets under management.

When was Trunorth Capital Management founded?

Trunorth Capital Management was founded in 2012.

How can I contact Trunorth Capital Management?

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