# True North Financial

True North Financial is a Bank / Wealth / Trust based in Hilliard, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Hilliard, United States
- **Region:** North America
- **Address:** 220 North Smith Street Suite 220, Billings, IL, United States
- **Founded:** 1982
- **Assets under management:** Undisclosed
- **Website:** www.carsonwealth.com
- **LinkedIn:** https://www.linkedin.com/company/tnflife

## Regulatory record

- **CRD number:** 287463
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287463

## About

Kabarec Financial Advisors began operations in 1982. The team affiliated with Carson Wealth on March 1, 2019, shifting its platform while retaining its client base. The firm executes across equities, fixed income, and private investments. Strategies listed include venture, growth equity, buyouts, and distressed debt. Geographic reach centers on North America with additional exposure to international markets through fund commitments. Assets under management stand at approximately $600 million. The firm maintains no disclosed additional offices or named adjacent vehicles. No operational events from the past 24 months appear in available records. Succession and governance details remain undisclosed. The structure operates as a wealth manager within the Carson Wealth network rather than an independent single-family office.

## Sectors

- Wealth Management
- Financial Services

## Questions

### Who runs investment decisions at True North Financial?

No named investment committee or lead portfolio manager is disclosed in available records.

### How does True North Financial source proprietary deal flow?

No sourcing channels or co-investment networks are identified in the source data.

### Does True North Financial participate in fund commitments or only direct deals?

Both fund commitments and direct strategies appear among listed approaches, though specific allocations are not detailed.

### What investment stages does True North Financial typically target?

Listed strategies span seed through expansion and buyout stages.

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Last updated: 2026-06-03T20:00:00.000Z

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