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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TRUNORTH CAPITAL MANAGEMENT, LLC

TRUNORTH CAPITAL MANAGEMENT, L.L.C., CRD 165285

KALAMAZOO, MI

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:540e078a-a075-2a7f-54f9-ae762b9b926c

Data as of May 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Jul 1, 2020 to May 28, 2026
25 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=0.95 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $725MItem 5.F on the latest filing (2026-05-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $725M
Private client RAUM: $688MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $181Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,045
Individual clients: 175
High net worth clients: 167
SEC number: 801-119211
CRD: 165285
Filings on the tape: 25
First filed: Jul 1, 2020
Latest filed: May 28, 2026
Organised: Limited Liability Company, MI

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
BRIAN J MULLALLY	n/a	KALAMAZOO, MI	13	14	n/a	no
KEVIN LEE MILLER	Certified Financial Planner	KALAMAZOO, MI	7	21	1	no
JEAN-CLAUDE SCHULTZ MORISSET	n/a	East Grand Rapids, MI \| KALAMAZOO, MI	4	12	1	no
KRISTIN MAE BENNETT	Certified Financial Planner	Charlevoix, MI \| KALAMAZOO, MI	3	20	1	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
MILLER, KEVIN, LEE	PRESIDENT, CEO, AND CHIEF COMPLIANCE OFFICER	C	yes	05/2021	Jul 1, 2020	Sep 13, 2024
MULLALLY, BRIAN, J	MEMBER, RELATIONSHIP MANAGER	C	yes	05/2021	Jul 1, 2020	Sep 13, 2024
SCHOOLMAN, JOHN, DAVID	MEMBER, RELATIONSHIP MANAGER	C	yes	05/2021	Jul 1, 2020	Sep 13, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$725M	$725M	4	4	2	n/a	n/a
2024	Jan 29, 2025	$531M	$531M	4	4	1	n/a	n/a
2023	Mar 22, 2024	$415M	$415M	4	4	1	n/a	n/a
2022	Mar 29, 2023	$295M	$295M	4	4	0	n/a	n/a
2021	Mar 22, 2022	$270M	$270M	3	3	1	n/a	n/a
2020	Mar 30, 2021	$189M	$189M	3	3	2	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
0	0	0	0.0%	0	0	0	0	0

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	$725M	$531M	36.6%	$295M	35.0%	4	4	2	1

Relationships

Registered with (4)

← KRISTIN MAE BENNETTAdvisorregistration: current employment
Aug 24, 2023 to presentfactForm ADV
← JEAN-CLAUDE SCHULTZ MORISSETAdvisorregistration: current employment
Apr 27, 2022 to presentfactForm ADV
← KEVIN LEE MILLERAdvisorregistration: current employment
Feb 19, 2019 to presentfactForm ADV
← BRIAN J MULLALLYAdvisorregistration: current employment
Dec 6, 2012 to presentfactForm ADV

Controls (3)

← MILLER, KEVIN, LEEOwnerPRESIDENT, CEO, AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Jul 1, 2020 to Sep 13, 2024factForm ADV
← MULLALLY, BRIAN, JOwnerMEMBER, RELATIONSHIP MANAGER, ownership code C, individual
Jul 1, 2020 to Sep 13, 2024factForm ADV
← SCHOOLMAN, JOHN, DAVIDOwnerMEMBER, RELATIONSHIP MANAGER, ownership code C, individual
Jul 1, 2020 to Sep 13, 2024factForm ADV

Dated events

Occurred
Mar 20, 2026
Regulatory AUM changed
Trunorth Capital Management, Llc reported RAUM $724.5M, up 37% from $530.6M (2026-01-02 to 2026-03-20)
Form ADVobserved 4 days ago
$194M
Occurred
Jan 29, 2025
Regulatory AUM changed
Trunorth Capital Management, Llc reported RAUM $530.6M, up 28% from $415.3M (2024-09-13 to 2025-01-29)
Form ADVobserved 4 days ago
$115M
Occurred
Mar 22, 2024
Regulatory AUM changed
Trunorth Capital Management, Llc reported RAUM $415.3M, up 41% from $294.6M (2023-10-25 to 2024-03-22)
Form ADVobserved 4 days ago
$121M
Occurred
Jul 1, 2020
First Form ADV filing
Trunorth Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:540e078a-a075-2a7f-54f9-ae762b9b926c
First observed: Jul 1, 2020
Last observed: May 28, 2026 3 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 CAPITAL MANAGEMENT, LLC

TRUNORTH CAPITAL MANAGEMENT, L.L.C., CRD 165285

KALAMAZOO, MI

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:540e078a-a075-2a7f-54f9-ae762b9b926c

Data as of May 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:22 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN J MULLALLY

n/a

KALAMAZOO, MI

n/a

KEVIN LEE MILLER

Certified Financial Planner

KALAMAZOO, MI

JEAN-CLAUDE SCHULTZ MORISSET

n/a

East Grand Rapids, MI | KALAMAZOO, MI

KRISTIN MAE BENNETT

Certified Financial Planner

Charlevoix, MI | KALAMAZOO, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MILLER, KEVIN, LEE

PRESIDENT, CEO, AND CHIEF COMPLIANCE OFFICER

yes

05/2021

Jul 1, 2020

Sep 13, 2024

MULLALLY, BRIAN, J

MEMBER, RELATIONSHIP MANAGER

yes

05/2021

Jul 1, 2020

Sep 13, 2024

SCHOOLMAN, JOHN, DAVID

MEMBER, RELATIONSHIP MANAGER

yes

05/2021

Jul 1, 2020

Sep 13, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$725M

n/a

2024

Jan 29, 2025

$531M

n/a

2023

Mar 22, 2024

$415M

n/a

2022

Mar 29, 2023

$295M

n/a

2021

Mar 22, 2022

$270M

n/a

2020

Mar 30, 2021

$189M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$725M

$531M

36.6%

$295M

35.0%