TURNER CAPITAL INVESTMENTS, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 146134
- Registered since
- April 23, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.12%
- Individuals40.72%
- Other Investment Advisers3.98%
- Corporations / Businesses0.18%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Turner Capital Investments, LLC is an SEC-registered investment adviser organized as a limited liability company and operating under individual ownership. The firm provides portfolio management for individuals and small businesses and reports serving both individual & family and institutional clients. Its fee model is a percentage of assets under management, and it identifies as an active ESG investor. Turner Capital is not set up as a capital allocator, does not act as a pension consultant, and does not list related advisers.
Assets & Accounts
Public Holdings
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 Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Amy Goodwin
Chief Compliance OfficerCRD 7560604
Contacts
3 of 3MICHAEL TURNER
PresidentCRD 5472928
KEITH SMITH
Investment Adviser RepresentativeCRD 2219973
Alexander Goodwin
AnalystCRD 7797387
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 9442 N Capital of Texas Hwy
- Time zone
- CT (UTC-6)
- Office locations
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