Trunorth Financial Services, Inc.
- Regulatory AUM
- $309M
- Discretionary
- $309M
- Clients
- 445
- Avg AUM / client
- $695K
- Accounts
- 1,252
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 351 | $110M | 35.7% |
| High net worth individuals | 88 | $190M | 61.5% |
| Charitable organizations | 6 | $8.1M | 2.62% |
| Corporations and other businesses | Fewer than 5 clients | $547K | 0.18% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Joseph Jackson | Chief Executive Officer, Chief Compliance Officer, Owner | Jan 2017 (10y) | 75% or more | |
| Kristin Ashley Ramsay | Registered representative | Nov 2022 (4y) | ||
| Noah Eshenaur | Registered representative | Nov 2022 (4y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Distributors Company Llc $253M (82% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $86.3M (72% of AUM) Apr 2019
- Charles Schwab & Co. $56.5M (18% of AUM) Mar 2026
- Sei Investments Distribution Co. $2.5M (2% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗