TRUNORTH CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- KALAMAZOO, Michigan
- CRD number
- 165285
- Registered since
- July 31, 2020
- Website
- www.trunorthcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.33%
- Individuals7.67%
- Pension & Profit Sharing Plans3.83%
- Charitable Organizations1.01%
- Corporations / Businesses0.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Trunorth Capital Management, LLC is an independent registered investment adviser that began SEC registration in 2020 and is organized as an LLC under individual ownership. The firm serves both individuals and families as well as institutional clients, charging clients through percentage-of-AUM and fixed-fee arrangements. Its advisory services include portfolio management for individuals, small businesses and institutions, and it also publishes periodic newsletters. Trunorth identifies as an active ESG investor and lists an affiliation with a law firm.
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
- Public Funds/Mutual Funds88%
- Exchange Traded Equities8%
- Cash & Cash Equivalents3%
- Private Funds1%
Contacts
3 of 4BRIAN MULLALLY
Co-FounderCRD 6124884
KEVIN MILLER
President, CCOCRD 4861915
KRISTIN BENNETT
Investment Adviser RepresentativeCRD 5744787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$526M in ETFs
88%
$460M
12%
$65.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $131M | 5,210,739 | 24.88% |
Location
KALAMAZOO, MI
KALAMAZOO
Location
KALAMAZOO, MI
Headquartered in KALAMAZOO, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- KALAMAZOO
- Address
- 1090 N 10th St
- Time zone
- ET (UTC-5)
- Office locations
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