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Insights

Growing AUM True North Advisors has experienced significant growth, acquiring assets totaling over 5.18 billion dollars, indicating strong market presence and potential for bespoke wealth management solutions tailored for high-net-worth clients.

Recent Acquisition The firm's recent acquisition of Blue Investment Partners and the purchase of Clearrockadvisors for 3.9 billion dollars highlight strategic expansion opportunities that could benefit from advanced financial products and integrated investment services.

Leadership Expansion The addition of senior leadership such as Zak Kuhlman and the inclusion of key stakeholders in the shareholder group signals an openness to innovative strategies, creating opportunities to introduce cutting-edge financial technology and personalized advisory tools.

Partnership Potential Strategic partnerships with firms like Wealth Partners Capital Group and HGGC demonstrate an interest in collaborative growth and alternative investment opportunities, opening avenues for joint ventures and tailored financial solutions.

Market Focus Operating in multiple major markets including Dallas, Los Angeles, and New York City, True North Advisors is positioned to expand its client base, offering scalable wealth management platforms and advanced financial technology to meet diverse client needs.

Clear Rock Advisors, LLC (Acquired by True North Advisors) Tech Stack

Clear Rock Advisors, LLC (Acquired by True North Advisors) uses 8 technology products and services including Google Ads, Adobe, Google Cloud, and more. Explore Clear Rock Advisors, LLC (Acquired by True North Advisors)'s tech stack below.

  • Google Ads
    Advertising
  • Adobe
    Audio, Video, Graphics
  • Google Cloud
    Infrastructure As A Service
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation
  • Priority Hints
    Performance
  • reCAPTCHA
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • GoDaddy
    Web Hosting

Media & News

Clear Rock Advisors, LLC (Acquired by True North Advisors)'s Email Address Formats

Clear Rock Advisors, LLC (Acquired by True North Advisors) uses at least 2 format(s):
Clear Rock Advisors, LLC (Acquired by True North Advisors) Email FormatsExamplePercentage
First@clearrockadvisors.comJohn@clearrockadvisors.com
90%
Last.First@clearrockadvisors.comDoe.John@clearrockadvisors.com
10%
FLast@truenorthadvisors.comJDoe@truenorthadvisors.com
95%
FirLast@truenorthadvisors.comJohDoe@truenorthadvisors.com
2%
LastFi@truenorthadvisors.comDoeJo@truenorthadvisors.com
2%
LFirst@truenorthadvisors.comDJohn@truenorthadvisors.com
1%

Frequently Asked Questions

Where is Clear Rock Advisors, LLC (Acquired by True North Advisors)'s headquarters located?

Minus sign iconPlus sign iconClear Rock Advisors, LLC (Acquired by True North Advisors)'s main headquarters is located at 3131 Turtle Creek Boulevard Suite 1300 Dallas, Texas United States. The company has employees across 1 continents, including North America.

What is Clear Rock Advisors, LLC (Acquired by True North Advisors)'s phone number?

Minus sign iconPlus sign icon You can contact Clear Rock Advisors, LLC (Acquired by True North Advisors)'s main corporate office by phone at
+1-512-735-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Clear Rock Advisors, LLC (Acquired by True North Advisors)'s official website and social media links?

Minus sign iconPlus sign iconClear Rock Advisors, LLC (Acquired by True North Advisors)'s official website is truenorthadvisors.com and has social profiles on LinkedIn.

How much revenue does Clear Rock Advisors, LLC (Acquired by True North Advisors) generate?

Minus sign iconPlus sign icon As of April 2026, Clear Rock Advisors, LLC (Acquired by True North Advisors)'s annual revenue is estimated to be $6M.

What is Clear Rock Advisors, LLC (Acquired by True North Advisors)'s NAICS code?

Minus sign iconPlus sign iconClear Rock Advisors, LLC (Acquired by True North Advisors)'s NAICS code is 52 - Finance and Insurance.

How many employees does Clear Rock Advisors, LLC (Acquired by True North Advisors) have currently?

Minus sign iconPlus sign iconAs of April 2026, Clear Rock Advisors, LLC (Acquired by True North Advisors) has approximately 3 employees across 1 continents, including North America. Key team members include Senior Wealth Manager, Partner: C. L.Business Manager / Co-Founder: R. S.Managing Director: C. L.. Explore Clear Rock Advisors, LLC (Acquired by True North Advisors)'s employee directory with LeadIQ.

What industry does Clear Rock Advisors, LLC (Acquired by True North Advisors) belong to?

Minus sign iconPlus sign iconClear Rock Advisors, LLC (Acquired by True North Advisors) operates in the Financial Services industry.

What technology does Clear Rock Advisors, LLC (Acquired by True North Advisors) use?

Minus sign iconPlus sign iconClear Rock Advisors, LLC (Acquired by True North Advisors)'s tech stack includes Google AdsAdobeGoogle CloudSalesforce Marketing Cloud Account EngagementPriority HintsreCAPTCHAX-Content-Type-OptionsGoDaddy.

What is Clear Rock Advisors, LLC (Acquired by True North Advisors)'s email format?

Minus sign iconPlus sign iconClear Rock Advisors, LLC (Acquired by True North Advisors)'s email format typically follows the pattern of First@clearrockadvisors.com. Find more Clear Rock Advisors, LLC (Acquired by True North Advisors) email formats with LeadIQ.

When was Clear Rock Advisors, LLC (Acquired by True North Advisors) founded?

Minus sign iconPlus sign iconClear Rock Advisors, LLC (Acquired by True North Advisors) was founded in 2000.

Clear Rock Advisors, LLC (Acquired by True North Advisors)

Financial ServicesTexas, United States2-10 Employees

True North Advisors, LLC is an SEC Registered Investment Advisor Headquartered in Dallas, Texas, with offices in Austin, Fort Worth, and Kerrville, TX - and additional locations in the Greater Los Angeles Area and New York City Metro. Since 2000, the firm has provided full wealth and investment management solutions to its UHNW/HNW clients nationwide. At True North, our clients are our extended family that we work closely with to provide highly personalized wealth solutions tailored to assessing and achieving specific individualized objectives. From strategy design through implementation and ongoing management, the True North team works diligently to provide sophisticated solutions with high touch client service. Our ongoing management process includes regular updates and modifications to ensure a current and dynamic plan is being optimally implemented.

Section iconCompany Overview

Headquarters
3131 Turtle Creek Boulevard Suite 1300 Dallas, Texas United States
Phone number
+1-512-735-****
Website
truenorthadvisors.com
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Clear Rock Advisors, LLC (Acquired by True North Advisors)'s revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Clear Rock Advisors, LLC (Acquired by True North Advisors)'s revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    C. L.
    Senior Wealth Manager, Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S.
    Business Manager / Co-Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. L.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. H.
    Sr. Director Of Strategic Relationships, Partner
    Phone icon
    Mobile Phone

Employee Directory

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