CRD: 165285
Trunorth Capital Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-06-2012
- Office Locations
- 2
Office Locations
About Trunorth Capital Management, LLC
TruNorth Capital Management is a Michigan-based RIA providing low-fee, goals-based wealth management and retirement planning for clients seeking an alternative to traditional high-fee advisors. Portfolios follow academically validated allocation and global diversification, implemented with low-cost ETFs and mutual funds. The firm uses a formal risk-tolerance process (Nitrogen/Riskalyze) and invests alongside clients; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEVIN LEE MILLER
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4861915
- Ownership
- 25% but less than 50%
BRIAN J MULLALLY
Investment Advisor, RELATIONSHIP MANAGER
- CRD
- #6124884
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $724,533,781 | $693,334 |
| Non-Discretionary | $0 | -- |
| Total | $724,533,781 | $693,334 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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