True North Expands Texas Footprint in Austin and Kerrville

We’re proud to announce that True North Advisors has acquired Clear Rock Advisors, a highly respected firm with $470M in AUM (as of 8/31/24) and a legacy of building authentic relationships and preserving family legacies.

This acquisition reflects our continued commitment to delivering exceptional value and expanding our presence across Texas. Clear Rock’s client-centric approach and dedication to long-term financial growth align seamlessly with True North’s philosophy. Together, we look forward to empowering more families and entrepreneurs with enhanced wealth management services and access to exclusive private investments.

Welcome to the True North family, Clear Rock Advisors.

Read full press release HERE.