Royce G. Itschner

TRUE NORTH ADVISORS

KERRVILLE, TX 78028

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CRD#: 4460079

Professional summary

Royce Glenn Itschner, CFP® is a registered financial advisor currently at TRUE NORTH ADVISORS, LLC located in Kerrville, Texas.

Royce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Royce has worked at 3 firms and has passed the Series 66 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1, Massey, Itschner and Co. P.C., Not investment-related. 820 Main Street, Ste. 101, Kerrville, TX 78028, Full-Service CPA firm. Position: Part-time employee. Start-08/1995. 25-30 hours per month spent on this activity. About 12 hours spent during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Royce Glenn Itschner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

September 17, 2024 - Present

TRUE NORTH ADVISORS, LLC

Office #1: 200 Earl Garrett Street Suite 202, Kerrville, TX 78028

RIA

CRD#: 116048

KERRVILLE, TX

Past

November 27, 2019 - September 17, 2024

CLEAR ROCK ADVISORS, LLC

RIA

CRD#: 282716

KERRVILLE, TX

Past

November 25, 1999 - March 30, 2020

MASSEY ITSCHNER & COMPANY, P.C.

RIA

CRD#: 114235

KERRVILLE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUE NORTH ADVISORS, LLC

CRD#: 116048 / SEC#: 801-66250

RIA

Registered Investment Advisory firm - (2/21/2006 Approved)

Texas

Registered Investment Advisory firm - (3/2/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(9/17/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/23/1999

Uniform Combined State Law Examination

Current Firm

TRUE NORTH ADVISORS, LLC

CRD#: 116048 / SEC#: 801-66250

RIA

Registered Investment Advisory firm - (2/21/2006 Approved)

Texas

Registered Investment Advisory firm - (3/2/2006 Terminated)

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Contact information

Main Address

3131 Turtle Creek Suite 1300, Dallas, TX 75219

Mailing Address

Phone number

(214) 360-7300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUE NORTH ADVISORS, LLC DISCLOSURE BROCHURE (9/24/2025)

Regulatory assets under management

Total Number of Accounts	4,317
AUM (Assets Under Management)	$ 4,478,245,158

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/28/2023	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Royce G. Itschner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Royce Glenn Itschner's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE NORTH ADVISORS, LLC

CLEAR ROCK ADVISORS, LLC

MASSEY ITSCHNER & COMPANY, P.C.

Primary Firm SEC Registration

TRUE NORTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/23/1999

Current Firm

TRUE NORTH ADVISORS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUE NORTH ADVISORS, LLC

TRUST BUT VERIFY

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