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PRING TURNER
Legal name: PRING/TURNER CAPITAL GROUP, INC.
CRD 110931File 801-12851
APPROVED
Retail clients
Custody
Filing as of Sep 26, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$262.1M
Below cohort median (national)
Discretionary AUM
$261.6M
Non-discretionary $570K
Clients
188
475 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 20, 1977
- Principal office
- 3195 DANVILLE BLVD STE 8, ALAMO, CA, 94507-1970
- Phone
- (925) 287-8527
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $262.1M
- Discretionary AUM
- $261.6M
- Non-discretionary AUM
- $570K
- Discretionary accounts
- 473
- Non-discretionary accounts
- 2
- Total accounts
- 475
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.6M |
| Charitable organizations | Fewer than 5 | $8.5M |
| High net worth individuals | 68 | $199.0M |
| Pension and profit sharing plans | Fewer than 5 | $3.3M |
| Individuals (other than high net worth individuals) | 120 | $49.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.