Central Texas

Private Wealth Management in Kerrville & Austin, TX

Central Texas has become one of the state's most distinct wealth regions, shaped by generations of Hill Country ranching families, a steady stream of business owners and retirees relocating from Dallas, Houston, and San Antonio, and the tech founders and entrepreneurs building Austin's next generation of companies. Our team maintains a presence in both Kerrville and Austin, working with families protecting land across generations, entrepreneurs building toward an exit, and multigenerational families preserving what they've already built. Wherever our clients call home, we bring the same institutional-level resources, backed by $5.86B+ in assets under management and 26 years of fiduciary experience, without losing the personal attention our families have always counted on.

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The Kerrville & Austin Team

Senior Director of Strategic Relationships, Partner

Charles F. Hall, Jr.
Senior Director of Strategic Relationships, Partner

As a Senior Director of Strategic Relationships and Partner at True North, Chuck provides strategic leadership and directs client strategy. Prior to joining True North, Chuck was the Co-founder and Chairman of Clear Rock Advisors.

Before founding Clear Rock, Chuck served as Director of Private Client Services for Matterhorn Capital. Prior, he served as Director of Fixed Income at South Texas Money Management, and as Vice Chairman of the Board, Chief Executive Officer & Chief Investment Officer of Maxim Bank prior to the bank’s acquisition by Amegy Bank.

Chuck earned an MBA from the University of Houston-Clear Lake and a BBA in finance from Texas State University. He is a 2013 recipient of the University of Houston – Clear Lake Distinguished Alumni Award.
Senior Director, Partner

Ty Sanders
Senior Director, Partner

As a Senior Director and Partner at True North, Ty provides strategic leadership and operational management oversight. Prior to joining True North, Ty was a Co-founder of Clear Rock Advisors.

Prior to founding Clear Rock Advisors, he served as Director of Institutional Services for Matterhorn Capital, served as the Director of Wealth Management Services for Covenant Multifamily Offices, Partner and Director of Sales & Marketing for Smith Group Asset Management and Evermore Global Advisors. He also previously served as Regional Director for Envestnet Asset Management and Lockwood Financial Services.

Ty received his MBA from Texas State University and undergraduate degree from Ohio State University.
CPA, CFP® Senior Wealth Manager

Royce G. Itschner
CPA, CFP® Senior Wealth Manager

As a Senior Wealth Manager at True North, Royce provides wealth and investment strategies, robust communication and portfolio construction, and guidance on developing generational wealth for his client families. Prior to joining True North, Royce served as Managing Director and Senior Wealth Strategist at Clear Rock Advisors.

Prior to joining Clear Rock Advisors, he served as Secretary, Treasurer and Director for Massey, Itschner & Company, P.C. Prior to that, he served at Arthur Andersen, followed by employment in an affluent family business.

Royce holds the designations of Certified Public Accountant (CPA), Investment Advisor Representative (IAR) and CERTIFIED FINANCIAL PLANNER™.

Royce received his MBA from Texas A&I University and a BBA in Finance and Accounting.
CFP® Senior Wealth Manager, Partner

Corey Long
CFP® Senior Wealth Manager, Partner

As a Senior Wealth Manager and Partner at True North, Corey meticulously designs and implements customized wealth planning and investment management strategies to guide his clients in establishing and achieving their financial goals. Prior to joining True North, Corey served as Managing Director of Clear Rock Advisors.

Prior to joining Clear Rock Advisors, he served as Director of Wealth Management at Polaris Wealth Advisory Group. Prior to that, he served as Lead Advisor at Raub Brock Capital Management. He also served previously as an Account Executive at Fidelity Investments and as a Senior Associate at Bernstein Private Wealth Management.

Corey is passionate about both the investment management and financial planning disciplines of his work and has devoted his career to serving families through applying his expertise in these areas with an emphasis on client education and communication. He derives great satisfaction from having the opportunity to develop long-lasting relationships built on value and trust.

Corey is a Certified Financial Planner™. He received his BBA from the McCombs School of Business at the University of Texas at Austin.

Corey lives in Austin with his wife Andrea, and three young children. His hobbies include being a full-time husband and dad, jiu-jitsu, music, and anything outdoors.
Senior Client Operations Analyst

Tamra Nix
Senior Client Operations Analyst

As a Senior Client Operations Analyst at True North, Tamra provides diverse account management and executive and operational support to the leadership team and wealth management advisors. Prior to joining True North, Tamra served as an Operations Manager at Clear Rock Advisors.

Prior to joining Clear Rock Advisors, she served at Massey, Itschner & Company, P.C., assisting directly with the operational aspect of the Financial Planning Division, managing operational, compliance and back-office functions. Prior to that, she served as a Sales Associate at RBC Wealth Management and previously served as Senior Mortgage Lending Assistant at First Security Bank in New Mexico.

Tamra has participated in multiple continuing professional education training courses and attended New Mexico State University.

Preserve What Matters. Build What’s Next.

We help families clarify purpose, navigate governance, facilitate meaningful conversations, and thoughtfully address the human dynamics that accompany significant wealth.

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26 Years in Business
$5.8B+* Assets Under Management
5 Offices

Our Core Solutions

For Central Texas families, financial complexity takes different forms, such as water rights, mineral interests, and a ranch meant to stay in the family for generations, or a liquidity event, unvested equity, and the sale of a company built from the ground up. Our in-house planning team works through those details directly, our wealth management approach brings the same discipline to what's liquid, and our broader team integrates every part of the picture, including coordinating with your attorney, CPA, and other advisors so nothing works in isolation.

Who We Work With

We partner with individuals and families navigating significant financial complexity, often including business owners approaching a transition, multigenerational families managing wealth across several trusts and entities, or those simply seeking a more coordinated approach to planning and investing. Our advisory relationships typically begin with $5 million or more in investable assets, enabling the depth of planning, access, and ongoing support our clients value.

If that sounds like where you are, we'd welcome the conversation.

Learn About Our Fulfillment Process

Modern office lounge with blue curved sofa, geometric ceiling lights, glass-walled conference room, and polished concrete floors.

Ready To Connect With Our Central Texas Team?

We exist to serve as your first call across every stage of life. Our team’s mission is simple: do what’s right, add value relentlessly, and earn trust that lasts. We seek to measure success in decades, generations, and lives fulfilled.

Let us help you turn complexity into clarity by preserving your heritage and aligning your capital with purpose.

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