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TURNSTONE FINANCIAL
Legal name: OT FINANCIAL, LLC
CRD 170738File 801-121769
APPROVED
Retail clients
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$169.8M
Bottom 25% of cohort (national)
Discretionary AUM
$169.8M
Clients
113
240 accounts
Employees
2
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 29, 2021
- Principal office
- 220 WEST MAIN STREET, TROY, OH, 45373
- Phone
- 937-875-2550
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $169.8M
- Discretionary AUM
- $169.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 240
- Non-discretionary accounts
- 0
- Total accounts
- 240
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.7M |
| Charitable organizations | Fewer than 5 | $37.5M |
| High net worth individuals | 31 | $111.8M |
| Individuals (other than high net worth individuals) | 82 | $17.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FEE SPLIT WITH UNDERLYING MANAGER
- A percentage of assets under your management
Advisory activities
- 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.