Trunorth Capital Management, LLC
Trunorth Capital Management, LLC is an SEC-registered wealth manager in Kalamazoo, MI with $724.5M assets under management (AUM, regulatory AUM), +37% over one year. See who owns Trunorth Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165285, SEC 801-119211, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $724.5M (2026-05-28)
- Firm type
- Wealth Manager
- Location
- Kalamazoo, MI
- Employees
- 4
- Clients
- 356
- CRD
- 165285
- Ownership
- SCHOOLMAN, JOHN, DAVID; MILLER, KEVIN, LEE; MULLALLY, BRIAN, J; MORISSET, JEAN-CLAUDE, SCHULTZ; BENNETT, KRISTIN, MAE
How much AUM does Trunorth Capital Management, LLC have?
Trunorth Capital Management, LLC reported $724.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Trunorth Capital Management, LLC?
Disclosed owners and executives of Trunorth Capital Management, LLC include SCHOOLMAN, JOHN, DAVID, MILLER, KEVIN, LEE, MULLALLY, BRIAN, J, MORISSET, JEAN-CLAUDE, SCHULTZ, BENNETT, KRISTIN, MAE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.