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TURNER FINANCIAL GROUP, INC.
CRD 134204File 801-129021
APPROVED
Retail clients
Filing as of Jun 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$229.6M
Below cohort median (national)
Discretionary AUM
$224.8M
Non-discretionary $4.7M
Clients
620
1,132 accounts
Employees
12
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Nov 3, 2023
- Principal office
- 4366 5TH AVENUE, PACE, FL, 32571-1810
- Phone
- 850-995-1797
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $229.6M
- Discretionary AUM
- $224.8M
- Non-discretionary AUM
- $4.7M
- Discretionary accounts
- 1,117
- Non-discretionary accounts
- 15
- Total accounts
- 1,132
- AUM per client
- $370K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.3M |
| Charitable organizations | 73 | $6.8M |
| High net worth individuals | 57 | $94.0M |
| Individuals (other than high net worth individuals) | 490 | $123.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SELECTION OF OTHER ADVISORS
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.