Investment adviser representative · True North Advisors, LLC
Royce G. Itschner
CRD 4460079 · Kerrville, TX
At a glance
Royce G. Itschner is an investment adviser representative with True North Advisors, LLC in Kerrville, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Royce’s SEC record dates to 1999, about 26 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- True North Advisors, LLCSince September 2024Kerrville, TX · $5.4B in regulatory assets
SEC adviser record
- Registered since
- 1999 (26 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Royce’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.