{"id":213045,"date":"2025-09-09T14:40:20","date_gmt":"2025-09-09T14:40:20","guid":{"rendered":"https:\/\/www.europesays.com\/us\/213045\/"},"modified":"2025-09-09T14:40:20","modified_gmt":"2025-09-09T14:40:20","slug":"true-north-advisors-names-kuhlman-to-shareholder-group","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/213045\/","title":{"rendered":"True North Advisors names Kuhlman to shareholder group"},"content":{"rendered":"<p>True North Advisors, a founder-led, Texas-based Registered Investment Adviser (RIA) with over $5.18 billion in assets under management (as of June 30, 2025), announced that Zak Kuhlman, Senior Director of Wealth Management, has joined the firm\u2019s shareholder group.<br \/>Based in the Fort Worth office, Kuhlman becomes the second partner in the city alongside Chris Pate, Chief Operating Officer of True North, emphasizing the firm\u2019s commitment to Fort Worth and its long-term growth.<\/p>\n<p>True North first planted its roots in Fort Worth through the 2018 acquisition of Western Research &amp; Management, which had been led by Pate since 2011. The firm\u2019s decision to expand ownership representation in Fort Worth reflects the city\u2019s outsized role in its future.<br \/>\u201cTrue North\u2019s expanded leadership presence reflects our confidence in its long-term growth, but more importantly our confidence in Zak\u2019s abilities,\u201d said Chris Pate.<br \/>\u201cAdding Zak to the shareholder group is a natural extension as we build internal resources to best serve the families and business owners that are make up our client base.\u201d<\/p>\n<p>Kuhlman, who joined True North in 2022, oversees the firm\u2019s Fort Worth office and advisory team. With over 15 years of experience in the multi-family office space, he has played a critical role in advancing client relationships and expanding True North\u2019s presence in Tarrant County. \u201cZak\u2019s elevation to shareholder reflects his ability to lead with both strategic vision and client focus,\u201d Pate said.<br \/>True North\u2019s shareholder program is a cornerstone of its business model, fostering alignment and stewardship among its leaders. With this addition the firm now has 14 employee shareholders.<br \/>About True North Advisors<br \/>Founded in 2000, True North Advisors is an independent wealth advisory firm headquartered in Dallas, with additional offices in Fort Worth, Austin, Kerrville, and Danville, California. With over $5.18B in AUM (as of 6\/30\/25), the firm serves affluent individuals, families, and business owners through a fully integrated approach to wealth management, investment management, and access to private opportunities. True North<br \/>is dedicated to fulfilling lives through clarity, connection, and purpose. Learn more at<br \/>www.truenorthadvisors.com.<\/p>\n<p>Read all of our <a href=\"https:\/\/fortworthreport.org\/on-the-move\/\" target=\"_blank\" rel=\"noopener\">\u201cOn the Move\u201d updates<\/a>.<\/p>\n<p>\n\tRelated\n<\/p>\n<p>Fort Worth Report is <a href=\"https:\/\/fortworthreport.org\/2024\/08\/25\/fort-worth-report-achieves-global-trust-certification-heres-what-it-means-for-our-community\/\" target=\"_blank\" rel=\"noopener\">certified by the Journalism Trust Initiative<\/a> for adhering to standards for ethical journalism.<\/p>\n<p>Republish This Story<\/p>\n<p><a class=\"license\" rel=\"noreferrer license noopener\" target=\"_blank\" href=\"https:\/\/creativecommons.org\/licenses\/by-nd\/4.0\/\"><img loading=\"lazy\" decoding=\"async\" width=\"88\" height=\"31\" alt=\"Creative Commons License\" style=\"border-width:0\" src=\"https:\/\/www.europesays.com\/us\/wp-content\/uploads\/2025\/06\/1750614464_36_cc-by-nd-4.0.png\"\/><\/a><\/p>\n<p>Republishing is free for noncommercial entities. Commercial entities are prohibited without a licensing agreement. Contact us for details. <\/p>\n","protected":false},"excerpt":{"rendered":"True North Advisors, a founder-led, Texas-based Registered Investment Adviser (RIA) with over $5.18 billion in assets under management&hellip;\n","protected":false},"author":3,"featured_media":213046,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5138],"tags":[5229,7371,7372,12169,358,3187,67,586,132,5230,68,2969],"class_list":{"0":"post-213045","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-fort-worth","8":"tag-america","9":"tag-fort-worth","10":"tag-fortworth","11":"tag-on-the-move","12":"tag-texas","13":"tag-tx","14":"tag-united-states","15":"tag-united-states-of-america","16":"tag-unitedstates","17":"tag-unitedstatesofamerica","18":"tag-us","19":"tag-usa"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115174862076759374","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/213045","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=213045"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/213045\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/213046"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=213045"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=213045"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=213045"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}