TURNER FINANCIAL GROUP, INC.

RIASEC RegisteredEst. 2023

Total AUM

$230M

Discretionary

$225M

98% of AUM

Avg account

$203K

Accounts

1,132

Employees

Advisory reps

Firm details

Headquarters: PACE, Florida
CRD number: 134204
Registered since: November 3, 2023
Website: www.turnerfg.com
Custodians: CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals53.78%
HNWI40.95%
Charitable Organizations2.95%
Corporations / Businesses2.32%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Turner Financial Group, Inc. is an independent registered investment adviser that operates as a corporate entity with both individual ownership elements. The firm is registered with the SEC (registration year 2023) and identifies itself as an active capital allocator that uses external managers. Its client roster includes both individual and family relationships plus institutional mandates. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly, fixed-fee and other billing formats. Core advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. The firm does not identify as an active ESG investor.