TruNorth Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$688,277,408
Clients
342
Advisors
4
across 2 offices
About
TruNorth Capital Management is a fee-only, SEC-registered adviser that provides discretionary investment management to individuals, high-net-worth families, family offices, corporations, and employer-sponsored retirement plans (including acting as a 3(38) investment manager). The firm reports approximately $724.5 million in discretionary assets under management and also offers retirement and financial planning services when requested by clients.
The firm emphasizes low-cost, diversified strategies using ETFs, no-load mutual funds, individual bonds and CDs, with tactical weighting across global asset classes and periodic rebalancing; TruNorth generally avoids individual equities but will manage existing individual-stock holdings for incoming clients. TruNorth may, at client request, consider tax implications, employ options strategies as a risk-mitigation tool, and has disclosed use of margin transactions in its recent ADV amendments.
Distinctive features in the brochure include regular newsletters and blog publications distributed to clients and non-clients, a membership with DPL Financial Partners to support fee-based insurance consultancy, and disclosure that four client households participate in certain outside real-estate or private illiquid investments of an owner—relationships the firm says predated the advisory engagement and were not solicited. The firm also states it does not charge performance-based fees, excludes self-directed assets from its advisory fee schedule, and provides client-initiated planning on a complimentary basis.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 0.33% Over $2,000,000 - $10,000,000: 0.25% Over $10,000,000+: 0.10%
Minimum fee: $1,250 per quarter Fee-only: Fee-only Registered Investment Adviser; no commissions accepted.
Main office
See office1090 North 10th Street, Suite 210
Kalamazoo MI 49009
Advisors at this office
3
Offices (2)
Most active in
California · Colorado · Florida · Illinois · Michigan · New Hampshire
Also doing business as
Trunorth · Trunorth Capital · Trunorth Capital Management, L.L.C. · Trunorth Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Kevin M
CFP®
Kalamazoo, MI
TruNorth Capital Management, LLC
Kevin Miller is a CFP® professional with 15 years of industry experience, currently serving at TruNorth Capital Management, LLC since 2019. Prior to joining TruNorth, he worked for 14 years at Plante Moran financial advisors. In addition to his advisory role, Miller teaches CPA continuing education courses for Surgent CPE as an independent contractor. TruNorth Capital Management is a fee-only, fiduciary Registered Investment Adviser that provides discretionary investment management and financial planning services to individuals, families, corporations, and retirement plans. The firm emphasizes low-cost, broadly diversified portfolios using ETFs and mutual funds with tactical asset allocation and periodic rebalancing.
Kristin B
CFP®
Charlevoix, MI
TruNorth Capital Management, LLC
Kristin Bennett is a CFP® professional with 12 years of experience in financial advising. She has worked at TruNorth Capital Management since 2023 and previously held positions at Greenleaf Trust and Plante Moran financial advisors. TruNorth Capital Management is a fee-only, fiduciary Registered Investment Adviser serving individuals, high-net-worth families, family offices, corporations, charitable foundations, and employer-sponsored retirement plans. The firm focuses on low-cost, broadly diversified portfolios managed on a discretionary basis, emphasizing ETFs, mutual funds, bonds, and cash equivalents with tactical asset allocation and periodic rebalancing.
Jean Claude M
Series 65
Kalamazoo, MI
TruNorth Capital Management, LLC
Jean Claude Morisset is a financial advisor at TruNorth Capital Management, LLC with eight years of industry experience. He holds the Series 65 credential and previously worked at Plante Moran Financial Advisors from 2014 to 2022. Morisset has been with TruNorth Capital Management since 2022. TruNorth Capital Management is a fee-only, SEC-registered advisory firm that provides discretionary investment management and financial planning services to individuals, high-net-worth families, family offices, corporations, and employer-sponsored retirement plans. The firm employs low-cost, diversified strategies using ETFs, mutual funds, bonds, and CDs, with tactical asset allocation and periodic rebalancing.
Brian M
Series 65
Kalamazoo, MI
TruNorth Capital Management, LLC
Brian Mullally is a financial advisor at TruNorth Capital Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at TruNorth since 2012. Outside of advisory work, he is involved in commercial real estate development and management through multiple entities, including Innovo Property Management and related ventures. TruNorth Capital Management is a fee-only, fiduciary Registered Investment Adviser serving individuals, families, family offices, corporations, charitable foundations, and retirement plans. The firm focuses on low-cost, broadly diversified portfolios using ETFs, mutual funds, bonds, and cash equivalents, managing client accounts on a discretionary basis with an emphasis on transparency and regular client communications.
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