TRUE NORTH FINANCIAL ADVISORS, LLC

TRUE NORTH FINANCIAL ADVISORS, LLC of HILLIARD, OH is an SEC-registered investment adviser (CRD 287463). Regulatory assets under management: $50.1M.

Registration

• CRD: 287463
• Type: Registered investment adviser
• Location: 3968 BROWN PARK DR, HILLIARD, OH, 43026
• Phone: 6142053389
• Latest filing: 2026-01-30
• Regulatory AUM: $50.1M
• Discretionary AUM: $50.1M
• Clients: 2
• Accounts: 154

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287463 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search