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Mark Hunter Gehlbach

True North Advisors, LLC

Dallas, TX

CRD 2833692

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Employer firm

True North Advisors, LLC CRD 116048

$5.42B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
True North Advisors, Llc

3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-05-09
  • TX RA
    APPROVED
    Since 2017-05-09

Branch Locations

3131 Turtle Creek Suite 1300, Dallas, TX 75219 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
True North Advisors, Llc Dallas TX 07/2000 Present
Previous Registrations
  • 2001-11-16 → 2016-12-31
    True North Advisors, Llc
    Dallas, TX
  • 2006-05-26 → 2006-11-01
    American Securities Group, Inc.
    Dallas, TX
  • 1999-02-18 → 2003-07-08
    Lockwood Financial Services, Inc.
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-02-06
S63 Uniform Securities Agent State Law Examination 1997-01-24
  • S65 Uniform Investment Adviser Law Examination
    1997-02-06
  • S63 Uniform Securities Agent State Law Examination
    1997-01-24
Other Names
  • Mark Hunter Gehlbach
  • Mark Gehlbach

View on SEC IAPD

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