$4.5B Total AUM
$4.1B Disc. AUM
15.5% 3Y CAGR
65 Employees
921 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- ZenithSummit vertex +more
- Established Date
- 11-16-2001
- Office Locations
- 6
Office Locations
12707 Nutty Brown Road Suite A15 Austin TX
200 Earl Garrett Street Suite 202 Kerrville TX
3100 West 7TH Street Suite 300 Ft. Worth TX
About True North Advisors, LLC
True North Advisors is a privately held independent wealth manager and multi-family office (founded 2000) serving business owners, entrepreneurs, and families with comprehensive wealth planning, investment management, and transaction advisory. The firm blends public and private/alternative investments and also oversees Western Alternative Strategies, an institutional alternative investment platform.
Team overview
43 AVG AGE
$159.9M AVG AUM / ADVISOR
$4.9M AVG AUM / CLIENT
4.6 yrs AVG TENURE
65 Employees
28 Advisory Reps
28 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Meridian Momentum glacier Element bridge Momentum Horizon frontier Ridge focus Pioneer timber Radial north Vector
Client Personas
Pathway pioneer Timber fusion
Custodian
Vital Quantum crest Peak oak Timber pathway Radial oak Insight Meridian Catalyst Insight Ember ridge Eagle vertex Fusion Ember Legacy ember Capital
Investment Themes
Oak foundation Alpha catalyst Zenith unison Horizon Momentum Quantum legacy
Investment Vehicles
Catalyst Quantum delta
Platform
Delta pioneer Bridge peak Wave Harbor
Services
Summit Crest Alpha wave Capital Focus Pathway foundation Zenith Momentum bridge
Technology
Capital insight Ridge delta Crest Beacon Element beacon
Owner & Executives
SCOTT ADAIR WOOD
Advisor, Chief Executive Officer, Managing Member
- CRD
- #2114641
- Ownership
- 25% but less than 50%
(666) 232-8879
oak.zenith@atlascapital.com
in linkedin.com/in/fusion-value
M
MARK HUNTER GEHLBACH MR
Advisor, Managing Member, President
- CRD
- #2833692
- Ownership
- 10% but less than 25%
(596) 408-7418
element.atlas@focuscapital.com
in linkedin.com/in/legacy-north
E
Ember delta
Momentum signal meridian
- CRD
- #20150
- Ownership
- 29.0%
(692) 811-5287
delta.focus@timbercapital.com
in linkedin.com/in/quantum-ridge
Showing 2 of 5 owners & executives
Unlock allContacts
MICHAEL JAY ANDERSON
Partner
- CRD
- #4762987
(929) 691-8743
prime.optima@beaconcapital.com
in linkedin.com/in/radial-zenith
C
COLIN JAMES BINDNER
Wealth Manager
- CRD
- #6200376
(512) 952-7040
catalyst.radial@signalcapital.com
in linkedin.com/in/prime-beacon
Z
Zenith eagle
Legacy zenith capital
- CRD
- #89929
(239) 222-8154
oak.timber@radialcapital.com
in linkedin.com/in/optima-capital
Showing 2 of 32 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,106,495,772 | $954,111 |
| Non-Discretionary | $371,749,386 | $28,596,107 |
| Total | $4,478,245,158 | $1,037,351 |
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Separately Managed Accounts
Total SMA Asset: $3,543,864,917
Public Funds:
21.8% Equity - Exchange:
21.8% Private Funds:
10.6% Municipal Bonds:
25.1% Cash:
13.4% U.S. Government/Agency:
7.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $375,346,299 | 21.8% |
| Equity - Exchange | $375,346,299 | 21.8% |
| Private Funds | $182,507,833 | 10.6% |
| Municipal Bonds | $432,164,775 | 25.1% |
| Cash | $230,717,450 | 13.4% |
| U.S. Government/Agency | $125,689,357 | 7.3% |
| Total | $1,721,772,013 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST VALUE | PATHWAY VECTOR | D8P0XP0OD | JBZM | 3.44% | $76,103,875 |
| VITAL LEGACY UNISON | LEGACY RADIAL | 7TBR7CD4D | EWTJN | 12.50% | $3,127,633 |
| EMBER MATRIX DELTA | VITAL ZENITH | AGW4FI4AU | PUQPQ | 6.63% | $115,393,342 |
| OAK MERIDIAN GLACIER | UNISON VERTEX | 5W40HWMHU | PDJ | 4.43% | $37,214,114 |
| CATALYST ELEMENT | WAVE VALUE | 34ZYRJA6W | ZIPQ | 10.59% | $102,769,939 |
| OAK MERIDIAN HORIZON | VECTOR CREST | 7O160FSN6 | UMJ | 3.93% | $16,722,922 |
| RADIAL PIONEER BEACON | PATHWAY MATRIX | ZEWXW7E95 | SZD | 5.40% | $43,480,089 |
| FUSION BRIDGE ATLAS | TIMBER VITAL | HEHU1C2I8 | GGOYI | 4.51% | $91,095,482 |