Trunorth Capital Management, LLC

TruNorth Capital Management, LLC is a fee-only Registered Investment Adviser founded in 2012, based in Kalamazoo, Michigan. The firm primarily serves high-net-worth individuals, families, corporations, and employer-sponsored retirement plans. The majority owners are Brian Mullally and Kevin Miller, with Kristin Bennett and Jean-Claude Morisset as minority owners. TruNorth Capital offers individualized investment management services and retirement planning, acting as a fiduciary to clients. The firm does not use Artificial Intelligence for investment strategies. Clients have discretion over self-directed assets, with a minimum quarterly fee of $1,250. The fee schedule is tiered based on assets under management, starting at 0.33% for the first $2 million. TruNorth Capital does not engage in performance-based fees or side-by-side management. The firm provides services to various clients, including individuals, families, retirement plans, and corporations, without imposing a minimum account size. TruNorth Capital's investment strategies focus on diversified management using mutual funds, ETFs, bonds, and CDs to optimize risk and return opportunities. The firm does not have any disciplinary events and does not receive compensation for client referrals. TruNorth Capital uses Charles Schwab & Co., Inc. as the primary custodian and does not engage in soft dollar relationships. Clients grant the firm limited investment discretion, and they retain proxy voting authority. TruNorth Capital does not require prepayment of fees and has no financial conditions that could impair its ability to meet client commitments.