True North Advisors Expands Shareholder Group, Adding Key Leaders Across Client Advisory and Growth Strategy

DALLAS--(BUSINESS WIRE)--True North Advisors (“True North”), a founder-led, Texas-based Registered Investment Adviser (RIA) with over $5.18 billion in assets under management (as of June 30, 2025) is proud to announce the addition of four team members to its shareholder group as of July 31^st, 2025. Braden Cole, Kellie Crewse, Zak Kuhlman, and Chris Conlan have joined the firm’s ownership group, bringing the total number of True North shareholders from 10 to 14.

This advancement reflects True North’s ongoing commitment to long-term leadership development, internal career progression, and strengthening alignment between the firm’s strategic direction and the professionals driving its growth.

“True North has grown substantially over the last several years—both in the number of families we serve and the talent we continue to cultivate,” said Scott Wood, CEO and Co-Founder of True North. “The elevation of Braden, Kellie, Zak, and Chris to shareholder status reinforces our belief in investing in the next generation of leadership. These individuals exemplify the values and vision that define True North’s future.”

Each of the newly appointed shareholders has played a distinct and meaningful role in the firm’s evolution:

• Braden Cole, Senior Director of Wealth Management, has provided strategic leadership within True North by overseeing the Dallas advisory team, driving operational excellence, enhancing client satisfaction, and optimizing team-wide processes and efficiency.
• Kellie Crewse, Senior Wealth Manager, brings over 20 years of experience, with deep client dedication and expertise in multi-generational planning, having cultivated long-standing relationships across the firm.
• Zak Kuhlman, Senior Director of Wealth Management, brings over 15 years of experience in the multi-family office space and oversees True North’s Fort Worth office and its advisory team.
• Chris Conlan, Director of New Client Relationships, has been instrumental in advancing the firm’s business development strategy, helping drive True North’s continued growth over the past decade.

True North’s shareholder program is a cornerstone of its business model—fostering long-term alignment, shared accountability, and a deep sense of stewardship among its leaders. By expanding ownership opportunities to proven contributors, the firm ensures that its strategic vision is not only led but also owned by those directly serving clients and guiding growth.

“As we expand our shareholder group, we reaffirm our commitment to remain independent and led by those who live our mission daily,” said Mark Gehlbach, President and Co-Founder. “Placing ownership in the hands of engaged leaders builds a lasting framework for excellence and a clear path for the next generation—benefiting both our firm and the clients we serve.”

About True North Advisors

Founded in 2000, True North Advisors is an independent wealth advisory firm headquartered in Dallas, Texas, with additional offices in Austin, Kerrville, Fort Worth, 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 is dedicated to fulfilling lives through clarity, connection, and purpose. Learn more at www.truenorthadvisors.com.