# TruNorth Financial Services

TruNorth Financial Services is a Bank / Wealth / Trust based in Chambersburg, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Chambersburg, United States
- **Region:** North America
- **Address:** Chambersburg, PA, United States
- **Founded:** 2018
- **Assets under management:** <$100M (Altss estimate)
- **Website:** trunorthfinancial.com
- **LinkedIn:** https://linkedin.com/company/trunorth-financial-services

## Regulatory record

- **CRD number:** 111308
- **SEC file number:** 801-112919
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-23T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111308

## About

TruNorth Financial Services is an SEC-registered investment adviser in Chambersburg, PA, registered since 2018. The firm manages $309 million in regulatory assets. It has 6 employees and 3 investment advisers.

## Questions

### What type of clients does TruNorth Financial Services serve?

TruNorth serves individual retail clients and families, with a focus on comprehensive financial planning — retirement income strategies, education funding, and wealth transfer — rather than institutional investors or corporate pension plans. Public filings do not indicate any institutional separate accounts.

### What is TruNorth's geographic footprint?

The firm is headquartered in Chambersburg, Pennsylvania, and primarily serves the Cumberland Valley region, including Franklin County and adjacent south-central Pennsylvania communities. No additional branch offices are listed in public filings.

## Related profiles

- [Trunorth Capital Management](https://altss.com/profile/trunorth-capital-management)
- [TruNorth Wealth Partners](https://altss.com/profile/trunorth-wealth-partners)

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

Canonical page: https://altss.com/profile/trunorth-financial-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology