True North Advisors (formerly Clear Rock Advisors, LLC) Employee Directory

Financial ServicesTexas, United States51-200 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.

Find True North Advisors (formerly Clear Rock Advisors, LLC) employees' phone numbers or email addresses

True North Advisors (formerly Clear Rock Advisors, LLC) Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Oceania
1

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  • New Zealand
    1

True North Advisors (formerly Clear Rock Advisors, LLC)'s Leadership

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

Contact profiles from True North Advisors (formerly Clear Rock Advisors, LLC)

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. L.
    Senior Wealth Manager, Partner
    Phone icon
    United StatesTexas
    Sep 10, 2025
  • Stylized image of a person
    R. S.
    Business Manager / Co-Founder
    Phone icon
    United StatesLouisiana
    Sep 09, 2025
  • Stylized image of a person
    C. H.
    Sr. Director Of Strategic Relationships, Partner
    Phone icon
    United StatesTexas
    Nov 16, 2025
  • Stylized image of a person
    C. L.
    Managing Director
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is True North Advisors (formerly Clear Rock Advisors, LLC) known for?

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True North Advisors (formerly Clear Rock Advisors, LLC) was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 3131 Turtle Creek Boulevard, Suite 1300; you can contact the main corporate office by phone at . Explore True North Advisors (formerly Clear Rock Advisors, LLC)'s company overview page for more information.

What is True North Advisors (formerly Clear Rock Advisors, LLC)'s most common email format?

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True North Advisors (formerly Clear Rock Advisors, LLC) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more True North Advisors (formerly Clear Rock Advisors, LLC) email formats with LeadIQ.

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

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True North Advisors (formerly Clear Rock Advisors, LLC) has approximately 51 employees as of December 2025. These team members are located across 2 continents, including North AmericaOceania.

Who are True North Advisors (formerly Clear Rock Advisors, LLC)'s key employees and leadership?

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As of December 2025, True North Advisors (formerly Clear Rock Advisors, LLC)'s key employees include:

  • Senior Wealth Manager, Partner: C. L.
  • Business Manager / Co-Founder: R. S.
  • Sr. Director Of Strategic Relationships, Partner: C. H.
  • Managing Director: C. L.

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