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Brett Hoover

True North Advisors, LLC
27 Years of Experience
Greensboro, GA
View SEC Summary
View SEC Summary

Brett Hoover is a registered investment advisor at True North Advisors, LLC, based in Greensboro, GA, with 27 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 1,068 clients with $5.4B in assets under management.

True North Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
1,068 clients
Average Client Portfolio
$5.1M average
Assets Under Management
$5.4B

Fee Structure

Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees range from 0.25% to 1.50% of assets under management and vary from client to client. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Greensboro, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brett is a board advisor for ASG Behavioral Health Super Holdings LLC, a cloud-based behavioral health EHR, since 2021. He advises the company on strategic initiatives and other consulting services, dedicating minimal time to this activity.

Employment History
Current Registrations
True North Advisors, LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Blue Investment Partners LLC
July 2019 - July 2025 · 6 yrs
J.P. Morgan Securities LLCBroker
March 2017 - May 2019 · 2 yrs 2 mos
J.P. Morgan Clearing CORP.Broker
October 2007 - December 2008 · 1 yr 2 mos
J.P. Morgan Securities LLCBroker
September 2005 - August 2016 · 10 yrs 11 mos
Bear, Stearns & CO. INC.Broker
February 1996 - March 2000 · 4 yrs 1 mo
Charles Schwab & CO., INC.Broker
November 1990 - July 1993 · 2 yrs 8 mos
Royce Park Investments, INC.Broker
June 1990 - August 1990 · 2 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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