RIA Intel›Advisers›Ohio›TRUE NORTH FINANCIAL ADVISORS, LLC

TRUE NORTH FINANCIAL ADVISORS, LLC

Advisory

HILLIARD, OH

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in OH

#737

of 748 advisers by AUM

Average account

$326K

across 154 accounts

AUM per adviser

$25M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

37 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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