T
$300.8M Total AUM
$300.8M Disc. AUM
-- 3Y CAGR
31 Employees
1,107 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-10-2020
- Office Locations
- 1
Office Locations
501 River Street Suite 101 Greenville SC
About Trunorth Advisors
Trunorth Advisors is a Greenville-based RIA. The firm has been operating for 6 years. Managing $300.8M in total assets under management, with 8 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
26 AVG AGE
$37.6M AVG AUM / ADVISOR
$271.7K AVG AUM / CLIENT
1.9 yrs AVG TENURE
31 Employees
8 Advisory Reps
8 RIA Reps
6yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
Matthew John Dixon
Advisor, Managing Member
- CRD
- #7142325
- Ownership
- 75% or more
Available
Available
Available
ROSEANN HIGGINS
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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Brandon Casas
--
- CRD
- #7002369
Available
Available
Available
B
Byron Paul Hurren
Financial Advisor, General Partner
- CRD
- #7555354
Available
Available
Available
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,812,330 | $123,537 |
| Non-Discretionary | $0 | -- |
| Total | $300,812,330 | $123,537 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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