Trunorth Advisors
Firm details
- Headquarters
- Greenville, South Carolina
- CRD number
- 304558
- Registered since
- January 21, 2025
- Website
- resolutecap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals61.65%
- HNWI38.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Trunorth Advisors operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm targets individual and family clients and bills on a percentage-of-AUM basis. Its service mix extends beyond portfolio management to include financial planning, publication of periodicals or newsletters, and educational seminars/workshops. Trunorth also functions as an insurance broker and lists an insurance company among its industry affiliations. The adviser does not identify as an ESG-focused manager and is not positioned as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds5%
- Public Funds/Mutual Funds3%
Owners & executives
1 of 1
Matthew Dixon
CEO and Financial AdvisorCRD 7142325
Contacts
3 of 11
Nathaniel Unger
Investment Planning SpecialistCRD 8292901
Braden Weems
Advisory AnalystCRD 7955222
Julie Worley
Strategic AdvisorCRD 6433337
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$264M in ETFs
71%
$188M
27%
$75.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $54.3M | 79,109 | 20.59% |
Location
Greenville, SC
Greenville
Location
Greenville, SC
Headquartered in Greenville, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- Greenville
- Address
- 501 River St
- Time zone
- ET (UTC-5)
- Office locations
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