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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TRUNORTH ADVISORS

RESOLUTE CAPITAL, LLC, CRD 304558

GREENVILLE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:02c4c412-b9da-e3ae-d7f6-89c403e4d0ae

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 7
On other graphs: 0
Observed: Dec 18, 2024 to Jul 15, 2026
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $301MItem 5.F on the latest filing (2026-07-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $301M
Private client RAUM: $301MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $27.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 31
Advisory employees: 8
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 2,435
Individual clients: 1,044
High net worth clients: 63
Custody, client assets: $113M
SEC number: 801-131843
CRD: 304558
Filings on the tape: 7
First filed: Dec 18, 2024
Latest filed: Jul 15, 2026
Organised: Limited Liability Company, SC

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Matthew John Dixon	n/a	Greenville, SC	6	19	n/a	no
Byron Paul Hurren	n/a	GREENVILLE, SC	4	14	n/a	no
Adam Troy Taylor	n/a	GREENVILLE, SC	3	13	n/a	no
JULIE ANN WORLEY	n/a	GREENVILLE, SC	2	11	2	no
Joshua Ord	n/a	GREENVILLE, SC	1	10	n/a	no
Braden Scott Weems	n/a	GREENVILLE, SC	1	11	1	no
Jeffrey Lindsey	n/a	GREENVILLE, SC	1	10	1	no
LOUIS Jacob PORTER	n/a	GREENVILLE, SC	0	14	1	no
Brandon Casas	n/a	GREENVILLE, SC	0	12	2	no
Timothy Alan Trier	n/a	GREENVILLE, SC	0	10	3	no
Nathaniel K Unger	n/a	GREENVILLE, SC	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Dixon, Matthew, John	MANAGING MEMBER	E	yes	06/2019	Dec 18, 2024	Dec 18, 2024
HIGGINS, ROSEANN	CHIEF COMPLIANCE OFFICER	Na	no	12/2024	Dec 18, 2024	Dec 18, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MBD SERVICES LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$301M	$301M	31	8	3	n/a	n/a
2024	Mar 31, 2025	$189M	$189M	26	10	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	4	-1	36.4%	0	0	0	9	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$301M	$189M	59.4%	n/a	n/a	31	26	3	0

Relationships

Registered with (17)

← Timothy Alan TrierAdvisorregistration: current employment
Jun 10, 2026 to presentfactForm ADV
← Nathaniel K UngerAdvisorregistration: current employment
Jun 10, 2026 to presentfactForm ADV
← Brandon CasasAdvisorregistration: current employment
Mar 16, 2026 to presentfactForm ADV
← LOUIS Jacob PORTERAdvisorregistration: current employment
Jan 7, 2026 to presentfactForm ADV
← Jeffrey LindseyAdvisorregistration: current employment
Jul 21, 2025 to presentfactForm ADV
← Braden Scott WeemsAdvisorregistration: previous registration
Sep 9, 2024 to Jan 30, 2025factForm ADV
← Joshua OrdAdvisorregistration: current employment
Nov 4, 2024 to presentfactForm ADV
← JULIE ANN WORLEYAdvisorregistration: current employment
Feb 1, 2024 to presentfactForm ADV
← Adam Troy TaylorAdvisorregistration: current employment
Jun 2, 2023 to presentfactForm ADV
← Byron Paul HurrenAdvisorregistration: current employment
May 26, 2022 to presentfactForm ADV
← Matthew John DixonAdvisorregistration: current employment
Sep 5, 2020 to presentfactForm ADV
← Corrine Anita LowitzAdvisorregistration: previous registration
Feb 14, 2025 to Dec 2, 2025factForm ADV
← Andrew John BencivengaAdvisorregistration: previous registration
Feb 14, 2025 to Oct 24, 2025factForm ADV
← JOHN GORDON FORDAdvisorregistration: previous registration
Feb 14, 2025 to Oct 21, 2025factForm ADV
← Brett F AndersonAdvisorregistration: previous registration
May 19, 2025 to Oct 14, 2025factForm ADV
← Sarah Beth ShalalaAdvisorregistration: previous registration
Aug 30, 2024 to Jan 17, 2025factForm ADV
← WILLIAM KERRY MORGANAdvisorregistration: previous registration
Apr 10, 2020 to Feb 9, 2021factForm ADV

Owns (1)

← HIGGINS, ROSEANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 18, 2024 to Dec 18, 2024factForm ADV

Controls (1)

← Dixon, Matthew, JohnOwnerMANAGING MEMBER, ownership code E, individual
Dec 18, 2024 to Dec 18, 2024factForm ADV

Dated events

Occurred
Mar 6, 2026
Regulatory AUM changed
Trunorth Advisors reported RAUM $300.8M, up 59% from $188.7M (2025-10-20 to 2026-03-06)
Form ADVobserved 4 days ago
$112M
Occurred
Dec 2, 2025
Advisor changed firm
Corrine Anita Lowitz left Trunorth Advisors for Foster Victor (registered 2026-02-03)
Form ADVobserved 4 days ago
Occurred
Oct 24, 2025
Advisor changed firm
Andrew John Bencivenga left Trunorth Advisors for Origin Investment Advisory Llc (registered 2025-07-15)
Form ADVobserved 4 days ago
Occurred
Oct 21, 2025
Advisor changed firm
John Gordon Ford left Trunorth Advisors for Wells Fargo Advisors (registered 2026-02-16)
Form ADVobserved 4 days ago
Occurred
Oct 14, 2025
Advisor changed firm
Brett F Anderson left Trunorth Advisors for Fountainhead Wealth Planning (registered 2026-03-13)
Form ADVobserved 4 days ago
Occurred
Jan 17, 2025
Advisor changed firm
Sarah Beth Shalala left Trunorth Advisors for Colonial Trust Advisors, Inc. (registered 2025-02-06)
Form ADVobserved 4 days ago
Occurred
Dec 18, 2024
First Form ADV filing
Resolute Capital, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:02c4c412-b9da-e3ae-d7f6-89c403e4d0ae
First observed: Dec 18, 2024
Last observed: Jul 15, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRUNORTH ADVISORS

RESOLUTE CAPITAL, LLC, CRD 304558

GREENVILLE, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:02c4c412-b9da-e3ae-d7f6-89c403e4d0ae

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:29 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Matthew John Dixon

n/a

Greenville, SC

n/a

Byron Paul Hurren

n/a

GREENVILLE, SC

n/a

Adam Troy Taylor

n/a

GREENVILLE, SC

n/a

JULIE ANN WORLEY

n/a

GREENVILLE, SC

Joshua Ord

n/a

GREENVILLE, SC

n/a

Braden Scott Weems

n/a

GREENVILLE, SC

Jeffrey Lindsey

n/a

GREENVILLE, SC

LOUIS Jacob PORTER

n/a

GREENVILLE, SC

Brandon Casas

n/a

GREENVILLE, SC

Timothy Alan Trier

n/a

GREENVILLE, SC

Nathaniel K Unger

n/a

GREENVILLE, SC

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Dixon, Matthew, John

MANAGING MEMBER

yes

06/2019

Dec 18, 2024

HIGGINS, ROSEANN

CHIEF COMPLIANCE OFFICER

12/2024

Dec 18, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MBD SERVICES LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$301M

n/a

2024

Mar 31, 2025

$189M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

36.4%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$301M

$189M

59.4%

n/a