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TURNER CAPITAL INVESTMENTS, LLC

AUSTIN, TX · CRD 146134 · IAPD ↗ · turnercapitalinvestments.com · 855-678-8200

$107.2MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
29States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2024 — TURNER CAPITAL INVESTMENTS, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
March 2024 — TURNER CAPITAL INVESTMENTS, LLC reported RAUM up 45% ($73.5M -> $106.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — TURNER CAPITAL INVESTMENTS, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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