Pring/Turner Capital Group, Inc.
● SEC registered since 1977CRD 110931SEC# 801-12851Alamo, CA
Reg. AUM
$262.1M
Employees
4
Accounts
475
Location
Alamo, CA
Pring/Turner Capital Group, Inc. assets under management
Pring/Turner Capital Group, Inc. is a registered investment adviser overseen by the SEC based in Alamo, CA. The firm has been registered since 1977. It reports $262.1 million in regulatory assets under management and employs 4 people.
Pring/Turner Capital Group, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James William Kopas Control | Portfolio Manager, Chief Compliance Officer | 25-50% | 2016 |
| Katie J Fisher | Vice President Of Operations | 10-25% | 2025 |
| Pamela Iwaszewicz Control | Financial Planner | 25-50% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Pring/Turner Capital Group, Inc. manage?
Pring/Turner Capital Group, Inc. reports $262.1 million in regulatory assets under management on its Form ADV.
How many employees does Pring/Turner Capital Group, Inc. have?
Pring/Turner Capital Group, Inc. reports 4 employees.
Where is Pring/Turner Capital Group, Inc. located?
Pring/Turner Capital Group, Inc. is based in Alamo, CA and has been SEC-registered since 1977.
Does Pring/Turner Capital Group, Inc. disclose fund performance?
Pring/Turner Capital Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3195 Danville Blvd Ste 8, Alamo, CA 94507-1970 |
| Phone | (925) 287-8527 |
| Fax | (925) 287-8653 |
| Office hours | 8 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$262.1MNo change
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$262.1Mregulatory AUM
Discretionary $261.6MNon-discretionary $570K