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, individual-owned registered investment adviser that provides fee-based portfolio management primarily to individuals, families and small-business clients. The firm is registered with the SEC (registered in 2021) and charges advisory fees calculated as a percentage of assets under management. Its advisory focus is portfolio management for individuals and small businesses, and it identifies as an active ESG investor, incorporating environmental, social or governance considerations into its investment approach.
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
FINTRXETF holdings
1 of 6Active vs passive
$118M in ETFs
100%
$118M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES ULTRA QQQ (QLD) | ProShares | Passive | Trading Leveraged Equity | $44.2M | 461,694 | 37.56% |
Location
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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