DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Trunorth Advisors
Legal name Resolute Capital, LLC
Latest filing Jul 15, 2026
First filing on the tape Dec 18, 2024 · 7 filings
SEC status approved since Jan 21, 2025
RAUM
$301M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$301M individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$27.3M
derived; firm RAUM over IAPD count
Employees
31
8 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$301M as of Jul 15, 2026
Feb 13, 2025$181M then
HNW client RAUM$115M as of Jul 15, 2026
Feb 13, 2025$39.8M then
State-registered IARs (5.B.3)8 as of Jul 15, 2026
Feb 13, 20257 then
Employees (5.A)31 as of Jul 15, 2026
Feb 13, 202524 then
Private funds: no history
RAUM +59% over the last fiscal yearIARs 10 to 8offices 0 to 3
Practice profile
derived from the filing of Jul 15, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $27.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 101derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $123,537derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.8derivedItem 5.A over advisors
- Advisors per office
- 2.8derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +59%derivedbetween the last two annual amendments
- Advisor growth, one year
- -20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.6%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, publications, educational seminarsreportedItem 5.G
- Custody
- $113M, 650 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$185M62%
- High-net-worth individuals$115M38%
- Individual clients
- 1,044reported
- HNW clients
- 63reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2,435reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $113M for 650 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Matthew John Dixon | Greenville, Sc | Sep 5, 2020 | 19 y | 0 |
| Byron Paul Hurren | Greenville, Sc | May 26, 2022 | 14 y | 0 |
| Adam Troy Taylor | Greenville, Sc | Jun 2, 2023 | 13 y | 0 |
| Julie Ann Worley | Greenville, Sc | Feb 1, 2024 | 11 y | 2 |
| Joshua Ord | Greenville, Sc | Nov 4, 2024 | 10 y | 0 |
| Braden Scott Weems | Greenville, Sc | Mar 6, 2025 | 11 y | 1 |
| Jeffrey Lindsey | Greenville, Sc | Jul 21, 2025 | 10 y | 1 |
| Louis Jacob Porter | Greenville, Sc | Jan 7, 2026 | 14 y | 1 |
| Brandon Casas | Greenville, Sc | Mar 16, 2026 | 12 y | 2 |
| Timothy Alan Trier | Greenville, Sc | Jun 10, 2026 | 10 y | 3 |
| Nathaniel K Unger | Greenville, Sc | Jun 10, 2026 | 10 y | 0 |
Advisor movement
4 left, 3 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 36% of current headcount5 left over 36 months
Left, latest
- Corrine Anita Lowitz to Foster VictorDec 2, 2025 · RIA to RIA
- Andrew John Bencivenga to Origin Investment Advisory LLCOct 24, 2025 · RIA to RIA
- John Gordon Ford to Wells Fargo AdvisorsOct 21, 2025 · RIA to wirehouse
- Brett F Anderson to Fountainhead Wealth PlanningOct 14, 2025 · RIA to a state-registered adviser
- Sarah Beth Shalala to Colonial Trust Advisors, Inc.Jan 17, 2025 · RIA to RIA
- William Kerry Morgan to Vanguard Advisers, Inc.Feb 9, 2021 · RIA to affiliated broker-dealer or bank
Joined, latest
- Timothy Alan Trier from Lord And RichardsJun 10, 2026 · RIA to RIA
- Brandon Casas from Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 16, 2026 · Wirehouse to independent RIA
- Louis Jacob Porter from Strategic Wealth Investment Group, LLCJan 7, 2026 · RIA to RIA
- Jeffrey Lindsey from Equitable Advisors, LLCJul 21, 2025 · Affiliated broker-dealer or bank to independent RIA
- Brett F Anderson from Morgan StanleyMay 19, 2025 · Wirehouse to independent RIA
- Corrine Anita Lowitz from Ameriprise Financial Services, LLCFeb 14, 2025 · Affiliated broker-dealer or bank to independent RIA
- John Gordon Ford from Park Avenue Securities LLCFeb 4, 2025 · Affiliated broker-dealer or bank to independent RIA
- Andrew John Bencivenga from Bona Fide FinanceFeb 4, 2025 · Other
- Julie Ann Worley from Cambridge Investment Research Advisors, Inc.Feb 1, 2024 · Affiliated broker-dealer or bank to independent RIA
- William Kerry Morgan from Edward JonesApr 10, 2020 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- John Matthew Dixon · Managing Membercontrolsince 06/2019 · owns 75% or more
- Roseann Higgins · Chief Compliance Officersince 12/2024 · owns less than 5%
Related persons
Schedule D 7.A
- Mbd Services LLCreal estatey
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Greenville, Sc · principal | 11 | 4 | 4 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 6, 2026RAUM (Item 5.F) moved from $188,733,908 to $300,812,330 (+59.0%) between the annual amendments of 2025-03-31 and 2026-03-06; the peer median change was +15.0% (4550 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 97% percentile
- HNW share shiftChange between filings · filing Mar 6, 2026HNW share of RAUM moved from 20.0% to 38.0% between the annual amendments of 2025-03-31 and 2026-03-06peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Business name · RESOLUTE CAPITAL, LLC to TRUNORTH ADVISORSMar 6, 2026 to Jun 14, 2026
- Accounts · 1,825 to 2,435Oct 20, 2025 to Mar 6, 2026
- Advisory employees · 10 to 8Oct 20, 2025 to Mar 6, 2026
- HNW clients · 25 to 63Oct 20, 2025 to Mar 6, 2026
- Individual clients · 1,013 to 1,044Oct 20, 2025 to Mar 6, 2026
- Assets in custody · $152M to $113MOct 20, 2025 to Mar 6, 2026
- Employees · 26 to 31Oct 20, 2025 to Mar 6, 2026
- State-registered IARs · 10 to 8Oct 20, 2025 to Mar 6, 2026
- Discretionary RAUM · $189M to $301MOct 20, 2025 to Mar 6, 2026
- HNW RAUM · $38.6M to $115MOct 20, 2025 to Mar 6, 2026
- Individual RAUM · $150M to $185MOct 20, 2025 to Mar 6, 2026
- RAUM · $189M to $301MOct 20, 2025 to Mar 6, 2026
- Advisory activities · 3 to 4Mar 31, 2025 to Oct 20, 2025
- Financial planning clients · 0 to 0Mar 31, 2025 to Oct 20, 2025
- Other offices · 0 to 3Mar 31, 2025 to Oct 20, 2025
- Accounts · 1,642 to 1,825Feb 13, 2025 to Mar 31, 2025
- Advisory employees · 7 to 10Feb 13, 2025 to Mar 31, 2025
- HNW clients · 27 to 25Feb 13, 2025 to Mar 31, 2025
- Individual clients · 986 to 1,013Feb 13, 2025 to Mar 31, 2025
- Assets in custody · $66.1M to $152MFeb 13, 2025 to Mar 31, 2025
- Employees · 24 to 26Feb 13, 2025 to Mar 31, 2025
- State-registered IARs · 7 to 10Feb 13, 2025 to Mar 31, 2025
- Discretionary RAUM · $181M to $189MFeb 13, 2025 to Mar 31, 2025
- HNW RAUM · $39.8M to $38.6MFeb 13, 2025 to Mar 31, 2025
- Individual RAUM · $141M to $150MFeb 13, 2025 to Mar 31, 2025
- RAUM · $181M to $189MFeb 13, 2025 to Mar 31, 2025
- Advisory activities · 4 to 3Dec 18, 2024 to Feb 13, 2025
Signals
7 dated events
- Trunorth Advisors reported RAUM $300.8M, up 59% from $188.7M (2025-10-20 to 2026-03-06)Mar 6, 2026 · RAUM change · derived
- Corrine Anita Lowitz left Trunorth Advisors for Foster Victor (registered 2026-02-03)Dec 2, 2025 · Advisor changed firm · fact
- Andrew John Bencivenga left Trunorth Advisors for Origin Investment Advisory Llc (registered 2025-07-15)Oct 24, 2025 · Advisor changed firm · fact
- John Gordon Ford left Trunorth Advisors for Wells Fargo Advisors (registered 2026-02-16)Oct 21, 2025 · Advisor changed firm · fact
- Brett F Anderson left Trunorth Advisors for Fountainhead Wealth Planning (registered 2026-03-13)Oct 14, 2025 · Advisor changed firm · fact
- Sarah Beth Shalala left Trunorth Advisors for Colonial Trust Advisors, Inc. (registered 2025-02-06)Jan 17, 2025 · Advisor changed firm · fact
- Resolute Capital, Llc filed its initial SEC registration (Form ADV)Dec 18, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@retiretrunorth.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 864-800-1831reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/trunorthadvisorsreportedpublic record, Form ADV, Sep 18, 2026
- Website
- retiretrunorth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (864) 800-1831reportedpublic record, Form ADV, Jul 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $27.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026