TURNER CAPITAL INVESTMENTS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$107M
Discretionary
$107M
100% of AUM
Avg account
$318K
Accounts
337
Employees
4
Advisory reps
4

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Exchange Traded Equities 1%, Cash & Cash Equivalents 1%98%
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth