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 independent, SEC-registered investment adviser organized as a limited liability company and registered in 2021. The firm is owner-operated and serves both individual/family and institutional clients, focusing on portfolio management for individuals and small businesses. Its client billing is primarily a percentage-of-assets-under-management arrangement. Turner Capital identifies as an active ESG investor and reports an industry affiliation as an investment adviser (other).
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 1
Amy Goodwin
Chief Compliance OfficerCRD 7560604
Contacts
3 of 3
Michael 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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