CHAMBERSBURG, PACRD 111308Latest ADV March 23, 2026
Trunorth Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chambersburg, PA. Its latest Form ADV filing, dated March 23, 2026, reports $309M in regulatory assets under management, 6 employees, and 1,252 accounts.
Assets Under Management
$309M
Employees
6
Offices
--
Total Clients
445
Primary office
CHAMBERSBURG, PA
425 PHOENIX DRIVE, CHAMBERSBURG, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.9% of total clients.
Top client categories% of clientsClients
1
Individuals
78.9%
351
2
HNWI
19.8%
88
3
Charitable
1.3%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$309Mas of March 23, 2026
Discretionary100.0%
$309M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$309M
Total Accounts1,252
10Y AUM Change+$195M (+169.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee74:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.