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TURNER CAPITAL INVESTMENTS, LLC
CRD 146134File 801-120964
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$107.2M
Bottom 25% of cohort (national)
Discretionary AUM
$107.2M
Clients
337
337 accounts
Employees
4
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 23, 2021
- Principal office
- 9442 CAPITAL OF TEXAS HWY N, ARBORETUM PLAZA ONE, SUITE 500, AUSTIN, TX, 78759
- Phone
- 855-678-8200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $107.2M
- Discretionary AUM
- $107.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 337
- Non-discretionary accounts
- 0
- Total accounts
- 337
- AUM per client
- $318K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $196K |
| Other investment advisers | Fewer than 5 | $4.3M |
| High net worth individuals | 143 | $59.1M |
| Individuals (other than high net worth individuals) | 190 | $43.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 716 | 337 | decreased by379 |
| Apr 1, 2026 | AUM | $127,824,174 | $107,167,153 | decreased by$20,657,021 |
| Apr 1, 2026 | Accounts | 716 | 337 | decreased by379 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 294 | 716 | increased by422 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $113,613,743 | $127,824,174 | increased by$14,210,431 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 549 | 716 | increased by167 |
| Jul 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Employees | 1 | 5 | increased by4 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 410 | 294 | decreased by116 |
| Apr 1, 2022 | AUM | $117,018,000 | $113,613,743 | decreased by$3,404,257 |
| Apr 1, 2022 | Accounts | 697 | 549 | decreased by148 |
| May 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TURNER CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TURNER CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.