Investment adviser · CRD 146134
TURNER CAPITAL INVESTMENTS, LLC
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed Jul 24, 2026
- Regulatory AUM
- $107M Form ADV · Item 5.F
- Client accounts
- 337 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 143 | $59,070,341 | 55.1% |
| Individuals | 190 | $43,636,121 | 40.7% |
| Other investment advisers | Fewer than 5 | $4,265,065 | 4.0% |
| Corporations & businesses | Fewer than 5 | $195,626 | 0.2% |
Filing source
Form ADV 2117062 · Jul 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 24, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
9442 CAPITAL OF TEXAS HWY N, ARBORETUM PLAZA ONE, SUITE 500AUSTIN, TX, 78759, United States
CRD 146134
Filing source
Form ADV 2117062 · Jul 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.