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Scott Skrocki

True North Advisors, LLC

Dallas, TX

Fort Worth, TX

CRD 8307478

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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 2026-07-13
  • TX RA
    APPROVED
    Since 2026-07-13

Branch Locations

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

3100 West 7Th Street Suite 330, Fort Worth, TX 76107 • 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
Huntington Bank Dallas TX 07/2023 06/2026
True North Advisors, Llc Dallas TX 06/2026 Present
Texas A&M University College Station TX 08/2019 05/2023
Full-Time Student Dallas TX 07/2016 08/2019
  • 07/2023 → 06/2026
    Huntington Bank
    Dallas, TX
  • 06/2026 → Present
    Dallas, TX
  • 08/2019 → 05/2023
    Texas A&M University
    College Station, TX
  • 07/2016 → 08/2019
    Full-Time Student
    Dallas, TX
Designations
  • Certified Financial Planner

View on SEC IAPD

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