Topturn Capital, LLC
Firm details
- Headquarters
- Carmel, California
- CRD number
- 151464
- Website
- topturncapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities15%
- US Government Bonds9%
- Other6%
- State & Local Bonds3%
Owners & executives
1 of 1
Danny Darchuck
CEOCRD 1241982
Contacts
2 of 2
Daniel Stewart
Co-FounderCRD 3220485
Derek Lee
Financial AdvisorCRD 6062116
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Welton Investment Partners LLC
RIACarmel, CA
Interlake Capital Management, LLC
RIACarmel, CA
Cypress Path Capital, LLC
RIACarmel, CA
Bleeck Financial Management, Inc.
RIACarmel, CA
Praetorian Guard, A Division Of Praetorian Wealth Management,Inc
RIACarmel, CA
Synergist Wealth Advisors
RIACarmel, CA