Brian Mullally has been Member, Relationship Manager of TruNorth Capital Management since May 2021, is a control person of the firm and directly owns between 25% and 50% of it. Brian Mullally studied at Georgetown University and the University of Notre Dame.
Trunorth Capital Management, L.L.C. is a Kalamazoo, MI firm with $725M under management, 356 clients and 4 advisers across 3 offices, as of its May 2026 filing.
Brian Mullally is Co-Founder and Relationship Manager of TruNorth Capital Management. He has been using multi-factor, market-return focused investment strategies since 1995. He is a member of the State Bar of Michigan.
- – present · 13 yearsKalamazoo, MI · Adviser representative · Firm CRD 165285
Investment adviser representative registrations
Brian Mullally is registered as an investment adviser representative in Michigan, since December 2012.
- MichiganSince 6 December 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 September 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian J Mullally
- CRD
- 6124884
- Firm
- TruNorth Capital Management · CRD 165285
- Role
- Member, Relationship Manager
- Office
- 1090 NORTH 10TH STREET, SUITE 210, Kalamazoo, MI 49009
- Registration
- Investment adviser registration
- In the industry since
- December 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trunorthcapital.com
Where does Brian Mullally work?
Brian Mullally has been Member, Relationship Manager of Trunorth Capital Management, L.L.C. since May 2021, and is a control person of the firm.
Is Brian Mullally a financial advisor?
Yes. Brian Mullally has a current investment-adviser registration in Michigan, through TruNorth Capital Management since December 2012.
How many years of experience does Brian Mullally have?
Brian Mullally has 13 years in the financial industry, since December 2012, across 1 adviser firm.
What exams has Brian Mullally passed?
Brian Mullally passed the Series 65 in September 2012.
Where is Brian Mullally based?
Brian Mullally’s registered office is in Kalamazoo, MI.
Is Brian Mullally registered with FINRA?
No. Brian Mullally has no current broker registration.
How can I verify Brian Mullally’s record?
Search CRD 6124884 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Mullally’s full registration record.
