CRD: 287463
True North Financial Advisors, LLC
$50.1M Total AUM
$50.1M Disc. AUM
-- 3Y CAGR
2 Employees
38 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-20-2017
- Office Locations
- 2
Office Locations
3940 Lyman Drive Hilliard OH
3968 Brown Park DR STE A Hilliard OH
About True North Financial Advisors, LLC
True North Financial Advisors is a fee-only RIA serving individuals with goals-based financial planning focused on helping clients build wealth and leave meaningful legacies. The firm emphasizes low-cost, tailored investment strategies and clear, jargon-free guidance, with no commissions or referral fees. Custody includes Altruist.
Team overview
30 AVG AGE
$25.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
Michael Doyle Stoner
Chief Compliance Officer, Cofounder, President
- CRD
- #6755152
- Ownership
- 75% or more
Available
Available
Available
C
Conner Reed McClure
VICE PRESIDENT
- CRD
- #7401259
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,133,578 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,133,578 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Municipal Bonds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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