Trunorth Capital Management, L.L.C.
- Regulatory AUM
- $725M
- Discretionary
- $725M
- Clients
- 356
- Avg AUM / client
- $2.0M
- Accounts
- 1,045
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of May 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 175 | $55.5M | 7.67% |
| High net worth individuals | 167 | $633M | 87.3% |
| Pension and profit sharing plans | 7 | $27.8M | 3.83% |
| Charitable organizations | 3 | $7.3M | 1.01% |
| Corporations and other businesses | 4 | $1.1M | 0.16% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Radiology Partners, Inc. Partner Plan Radiology Partners, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian J Mullally | Member, Relationship Manager | Dec 2012 (14y) | 25% – 50% | |
| Kevin Lee Miller | President, Ceo, And Chief Compliance Officer | CFP | Feb 2019 (7y) | 25% – 50% |
| Schoolman, John, David | Member, Relationship Manager | May 2021 (5y) | 25% – 50% | |
| Jean Claude Schultz Morisset | Registered representative | Apr 2022 (4y) | ||
| Kristin Mae Bennett | Registered representative | CFP | Aug 2023 (3y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Radiology Partners, Inc. Partner Plan | Radiology Partners, Inc. | 1,428 | $1.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/28/2026 | 949 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $696M (96% of AUM) May 2026
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: May 28, 2026.
View current Form ADV (SEC/IAPD) ↗