HOLMES & TURNER FINANCIAL SERVICES, INC.

Overview

Holmes & Turner Financial Services, Inc. is a small, SEC‑registered corporate adviser (registered in 2005) that operates as a capital allocator rather than a traditional hands‑on portfolio manager. The firm’s stated advisory activity is the selection of other advisers, which indicates a multi‑manager or subadviser approach: Holmes & Turner identifies and oversees external managers and delegates implementation to those specialists. The firm is organized as a corporation with individual ownership, uses an atypical fee structure labeled “Other,” and does not report activity as an active ESG investor. Industry affiliations include relationships with other investment advisers and accounting firms, suggesting reliance on external compliance, reporting and implementation resources.

Assets & Accounts

Investments & Alternatives

Location & Offices