Insights

Strong Investment Focus TruNorth Capital Management is a goals-based, fee-only RIA that emphasizes academically validated portfolio science and global diversification, making it an attractive partner for clients seeking tailored, low-cost investment solutions.

Recent Asset Acquisition The firm has recently invested in assets such as a $31,000 stake in Lockheed Martin, indicating an openness to expanding its investment portfolio and potentially seeking technology or service providers to enhance its asset management capabilities.

Technology Stack Utilizing cloud and web technologies like Google Cloud CDN and WordPress suggests they value scalable, reliable online infrastructure, opening sales opportunities in cloud services, web security, and digital engagement solutions.

Growth Potential With annual revenues estimated between $10 million and $25 million and a small team, TruNorth Capital is likely seeking scalable solutions for growth, including advanced analytics, client management tools, or process automation to increase efficiency.

Financial Health and Market Position Operating within a competitive landscape alongside firms like T. Rowe Price and BlackRock, TruNorth Capital presents opportunities for partnership in innovative investment products or technology enhancements to improve client offerings and operational agility.

TruNorth Capital Management, LLC Tech Stack

TruNorth Capital Management, LLC uses 8 technology products and services including Google Cloud CDN, Sirvoy, RequireJS, and more. Explore TruNorth Capital Management, LLC's tech stack below.

Google Cloud CDN

Content Delivery Network

Sirvoy

Hotel Management

RequireJS

Javascript Frameworks

Lodash

Javascript Libraries

WordPress.com

Platform As A Service

reCAPTCHA

Security

Bootstrap

UI Frameworks

HTTP/3

Web & Portal Technology

TruNorth Capital Management, LLC Email Formats	Example	Percentage
First@trunorthcapital.com	John@trunorthcapital.com	50%
First@trunorthcapital.com	John@trunorthcapital.com	50%

TruNorth Capital Management, LLC Email Formats

Example

Percentage

First@trunorthcapital.com

John@trunorthcapital.com

50%

First@trunorthcapital.com

John@trunorthcapital.com

50%

Frequently Asked Questions

Where is TruNorth Capital Management, LLC's headquarters located?

TruNorth Capital Management, LLC's main headquarters is located at 1321 South Westnedge Aveune Kalamazoo, Michigan 49008 United States. The company has employees across 1 continents, including North America.

What is TruNorth Capital Management, LLC's phone number?

You can contact TruNorth Capital Management, LLC's main corporate office by phone at

+1-877-469-****

. 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 TruNorth Capital Management, LLC's official website and social media links?

TruNorth Capital Management, LLC's official website is trunorthcapital.com and has social profiles on LinkedIn.

What is TruNorth Capital Management, LLC's SIC code NAICS code?

TruNorth Capital Management, LLC's SIC code is 8741 - Management Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does TruNorth Capital Management, LLC have currently?

As of February 2026, TruNorth Capital Management, LLC has approximately 4 employees across 1 continents, including North America. Key team members include Chief Executive Officer And Chief Investment Scientist And Co-Founder: R. M.President And Co-Founder: J. S.President And Cofounder: K. F.. Explore TruNorth Capital Management, LLC's employee directory with LeadIQ.

What industry does TruNorth Capital Management, LLC belong to?

TruNorth Capital Management, LLC operates in the Investment Management industry.

What technology does TruNorth Capital Management, LLC use?

TruNorth Capital Management, LLC's tech stack includes Google Cloud CDNSirvoyRequireJSLodashWordPress.comreCAPTCHABootstrapHTTP/3.

What is TruNorth Capital Management, LLC's email format?

TruNorth Capital Management, LLC's email format typically follows the pattern of First@trunorthcapital.com. Find more TruNorth Capital Management, LLC email formats with LeadIQ.

When was TruNorth Capital Management, LLC founded?

TruNorth Capital Management, LLC was founded in 2012.

TruNorth Capital Management, LLC

Q: What technology does TruNorth Capital Management, LLC use?

TruNorth Capital Management, LLC's tech stack includes Bootstrap, Google Analytics, RequireJS, Polyfill, Envoy.

Investment ManagementMichigan, United States2-10 Employees

TruNorth Capital is a low-cost, goals-based, fee-only registered investment advisor (RIA). Our investment philosophy is based on academically validated portfolio science to drive intelligent investment and financial planning strategies - all designed to improve your financial security. We use maximum global diversification with targeted weighting to asset classes that offer the optimal blend of investments to increase returns and lower risk. We use high quality, low-cost, exchange-traded and mutual funds from top providers to deliver performance.

Insights

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