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TruNorth Capital Management, LLC has been recognized on USA TODAY's Best Financial Advisory Firms 2025 list. This award, presented by USA TODAY and Statista Inc., evaluated registered investment advisory firms based on recommendations from over 30,000 financial advisors, clients, and industry experts, as well as assets under management development over twelve-month and five-year periods. The methodology weighted recommendations at 20% and AUM development at 80% of the final score. To qualify, firms were required to be registered as RIA firms with the SEC or at state level for at least one year, maintain a principal office in the United States, have a clean disciplinary record, offer financial planning services or portfolio management for individuals and/or small businesses, and maintain AUM greater than $500,000. The 500 firms with the highest overall scores received recognition. Past performance does not guarantee future results, and this recognition should be considered alongside other factors when evaluating financial advisory services. Below is an important link to describe the methodology of the award selection.

Disclosure: The USA TODAY / Statista ranking is based on two dimensions: (1) recommendations by clients, industry experts and financial advisors, and (2) the RIA's growth in short-term (Jan.2024 to Jan. 2025) and long-term (2020 to 2025) Assets under Management(AUM). Recommendations were collected via an independent survey among over 30,000 individuals. Clients, industry experts and financial advisors working for an RIA firm could recommend the RIA firms they find commendable. Self-recommendations were prohibited and were therefore not included in the evaluation, and any events after February 13, 2025 were also not considered in the analysis. The final score was calculated by weighting recommendations at 20% and AUM development at 80%. Within the AUM growth metric, short-term and long-term growth were each weighted 30/70. The 500 RIA firms with the highest score were awarded as USA TODAY’s "Best Financial Advisory Firms". 

TruNorth Capital Management L.L.C. (TruNorth Capital) is a fee-only Registered Investment Adviser (RIA) registered with, and regulated by, the United States Securities and Exchange Commission (SEC). TruNorth Capital is limited to providing advisory services to residents of Michigan, Missouri, Washington, and other states where TruNorth Capital is notice filed or is exempt from notice filing. Most but not all states permit a RIA to have a minimum number of clients before notice filing is required, providing the RIA has no physical presence in the non-resident state.  All clients and potential clients have access to important information about our business methods, fees, professional qualifications and all other pertinent business information. By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss.

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Regarding the interaction TruNorth Capital or its representatives may have with clients and/or potential clients in ERISA-covered plans, including SEPs, SIMPLEs and non-ERISA retirement plans that are subject to Section 4975 of the IRS Code, including IRAs, Keogh plans and Solo 401(k)s (collectively "retirement plans"), TruNorth Capital may provide non-discretionary investment advice to a specific investor, recommending or suggesting the acquisition or disposing of securities or other investment property in a retirement plan and/or recommending a rollover from a retirement plan to another. During the course of this interaction, TruNorth Capital meets their requirements of a "level-fee fiduciary" and adheres to the Impartial Conduct Standards that require TruNorth Capital to a) provide advice that is in the client's best interest, b) receive only reasonable compensation for its advice and; c) not make materially misleading statements. 

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© 2024TruNorth Capital Management, LLC

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