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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

ROYCE WESLEY MEDLIN

Advisor at TRUE NORTH ADVISORS, LLC

DALLAS, TX

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Search this name across graphsid dfx:ria:47d2fbe7-d499-202d-5c84-e00be8023ec3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 3, 2004 to Sep 14, 2026

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

Current firm: TRUE NORTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 3, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: May 26, 2011
First registration: May 3, 2004
Dual registered: no
IAPD individual key: 4512862

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUE NORTH ADVISORS, LLC	Independent wealth	Sep 17, 2024	n/a	yes	DALLAS, TX	Current employment
CLEAR ROCK ADVISORS, LLC	Former SEC adviser	Mar 3, 2016	Sep 17, 2024	no	Dallas, TX\|KERRVILLE, TX	Previous registration
LAZARD ASSET MANAGEMENT LLC	Other adviser	Jan 10, 2011	Apr 5, 2016	no	NEW YORK, NY	Previous registration
SMITH GROUP ASSET MANAGEMENT	Former SEC adviser	Jan 25, 2006	Jan 3, 2011	no	DALLAS, TX	Previous registration
BELMONT ASSET MANAGEMENT, INC.	n/a	May 3, 2004	Jan 6, 2006	no	DALLAS, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CLEAR ROCK ADVISORS, LLC	TRUE NORTH ADVISORS, LLC	Sep 17, 2024	Sep 17, 2024	0	Firm change	RIA to RIA
LAZARD ASSET MANAGEMENT LLC	CLEAR ROCK ADVISORS, LLC	Apr 5, 2016	Mar 3, 2016	-33	Firm change after gap	Other
SMITH GROUP ASSET MANAGEMENT	LAZARD ASSET MANAGEMENT LLC	Jan 3, 2011	Jan 10, 2011	7	Firm change	Other
BELMONT ASSET MANAGEMENT, INC.	SMITH GROUP ASSET MANAGEMENT	Jan 6, 2006	Jan 25, 2006	19	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
282716:116048:TX:2024-09-17	Sep 17, 2024	Sep 17, 2024	KERRVILLE, TX	Firm change

Relationships

Registered with (5)

→ TRUE NORTH ADVISORS, LLCRegistered adviserregistration: current employment
Sep 17, 2024 to presentfactForm ADV
→ CLEAR ROCK ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 3, 2016 to Sep 17, 2024factForm ADV
→ LAZARD ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 10, 2011 to Apr 5, 2016factForm ADV
→ SMITH GROUP ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jan 25, 2006 to Jan 3, 2011factForm ADV
→ BELMONT ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
May 3, 2004 to Jan 6, 2006factForm ADV

Dated events

Occurred
Sep 17, 2024
Advisor changed firm
Royce Wesley Medlin left Clear Rock Advisors, Llc for True North Advisors, Llc (registered 2024-09-17)
Form ADVobserved 6 days ago