Topturn Capital, LLC

RIASEC Registered
Total AUM
$187M
Discretionary
$167M
89% of AUM
Avg account
$589K
Accounts
318
Employees
5
Advisory reps
3

Firm details

Headquarters
Carmel, California
CRD number
151464
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI56.26%
  • Charitable Organizations19.46%
  • Pension & Profit Sharing Plans11.7%
  • Individuals10.75%
  • Corporations / Businesses1.83%

Firm profile

FINTRX

Overview

Topturn Capital, LLC is a small, owner-operated advisory practice that serves both high-net-worth individuals and institutional clients. The firm bills through a mix of asset-based fees and fixed fees and provides both discretionary and non-discretionary portfolio management. It does not describe itself as an active ESG investor and is not registered as a multi-state adviser. The firm lists an affiliation with an insurance company, suggesting some connectivity to insurance-based solutions or distribution relationships.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 65%, Exchange Traded Equities 15%, US Government Bonds 9%, Other 6%, State & Local Bonds 3%, Cash & Cash Equivalents 2%65%
  • Public Funds/Mutual Funds65%
  • Exchange Traded Equities15%
  • US Government Bonds9%
  • Other6%
  • State & Local Bonds3%

Owners & executives

1 of 1
  • Danny Darchuck

    Danny Darchuck

    CEOCRD 1241982

Contacts

2 of 2
  • Daniel Stewart

    Daniel Stewart

    Co-FounderCRD 3220485

  • Derek Lee

    Financial AdvisorCRD 6062116

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Carmel, CA

Monterey

Location

Carmel, CA

Headquartered in Carmel, CA, in the West of the United States.

Region
West
County
Monterey
Address
200 Clock Tower Pl
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth