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William Tennyson Sanders

True North Advisors, LLC

Dallas, TX

Kerrville, TX

CRD 3235351

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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 2024-09-17
  • TX RA
    APPROVED
    Since 2024-09-17

Branch Locations

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

200 Earl Garrett Street Suite 202, Kerrville, TX 78028 • 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
Atlas Efficiency Solutions Austin TX 03/2009 08/2018
Clear Rock Advisors, Llc Austin TX 12/2015 09/2024
True North Advisors, Llc Dallas TX 09/2024 Present
  • 03/2009 → 08/2018
    Atlas Efficiency Solutions
    Austin, TX
  • 12/2015 → 09/2024
    Clear Rock Advisors, Llc
    Austin, TX
  • 09/2024 → Present
    Dallas, TX
Previous Registrations
  • 2016-02-19 → 2024-09-17
    Clear Rock Advisors, Llc
    Kerrville, TX
  • 2015-04-22 → 2015-12-21
    Matterhorn Capital Management, Llc
    San Antonio, TX
  • 2002-04-09 → 2004-03-02
    Malvern, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-22
S63 Uniform Securities Agent State Law Examination 2010-08-11
S66 Uniform Combined State Law Examination 1999-08-24
  • S65 Uniform Investment Adviser Law Examination
    2015-04-22
  • S63 Uniform Securities Agent State Law Examination
    2010-08-11
  • S66 Uniform Combined State Law Examination
    1999-08-24
Other Names
  • Ty Sanders
  • Tennyson Sanders

View on SEC IAPD

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