True North Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 27, 2026, reports $5.4B in regulatory assets under management, 89 employees, 5 offices, and 5,298 accounts.
Assets Under Management
$5.4B
Employees
89
Offices
5 offices
Total Clients
1,068
Primary office
DALLAS, TX
3131 TURTLE CREEK, SUITE 1300, DALLAS, TX, United States
Top client segmentHNWI represent 55.6% of total clients.
Top client categories% of clientsClients
1
HNWI
55.6%
594
2
Individuals
40.1%
428
3
Pooled Investment Vehicles
3.2%
34
4
Charitable
0.7%
7
5
Corporations
0.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.4Bas of March 27, 2026
Discretionary92.6%
$5.0B
93% of total RAUM92.6%
Non-discretionary7.4%
$402M
7% of total RAUM7.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.4B
Total Accounts5,298
10Y AUM Change+$4.3B (+378.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees89
Clients per Employee12:1
10Y Employee Change+66 (+287.0%)
* 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.