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TURNER CAPITAL INVESTMENTS, LLC
CRD 146134File 801-120964
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.