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TURTLE CREEK TRUST

DALLAS, TX · CRD 140212 · IAPD ↗ · turtlecreekdallas.com · 214.468.0100

$4.28BRegulatory AUM
6Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — TURTLE CREEK TRUST notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — TURTLE CREEK MANAGEMENT, LLC is now doing business as TURTLE CREEK TRUST.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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