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TURNER FINANCIAL GROUP, INC.

PACE, FL · CRD 134204 · IAPD ↗ · gfthomasadvisory.com · 850-995-1797

$229.6MRegulatory AUM
8Advisory reps
12Employees
0Clients
0Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — TURNER FINANCIAL GROUP, INC. reported RAUM up 34% ($171.0M -> $229.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
April 2025 — TURNER FINANCIAL GROUP, INC. changed its website from seelan.com to gfthomasadvisory.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2025 — TURNER FINANCIAL GROUP, INC. added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2025 — TURNER FINANCIAL GROUP, INC. reported RAUM up 48% ($115.7M -> $171.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2024 — TURNER FINANCIAL GROUP, INC. added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
December 2024 — TURNER FINANCIAL GROUP, INC. grew from 4 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
25
September 2024 — TURNER FINANCIAL GROUP, INC. changed its website from turnerfg.com to seelan.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
September 2024 — TURNER FINANCIAL GROUP, INC. notice-filed in AZ, NJ, PA, SC, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2024 — TURNER FINANCIAL GROUP, INC. notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
April 2024 — TURNER FINANCIAL GROUP, INC. notice-filed in CO, OR, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — TURNER FINANCIAL GROUP, INC. now reports custody of client assets ($7.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2024 — TURNER FINANCIAL GROUP, INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.