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 is an independently owned RIA organized as an LLC and SEC-registered in 2025. The firm serves primarily individual and family clients and charges fees as a percentage of assets under management. Its advisory scope includes financial planning and portfolio management for individuals and small businesses, and it also produces periodicals and runs educational seminars and workshops. Trunorth Advisors operates an insurance brokerage business alongside its advisory practice, and it reports that it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 36Active vs passive
$229M in ETFs
73%
$168M
25%
$61M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $44.4M | 74,376 | 19.37% |
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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