The Turlington Group, Inc.
● SEC registered since 2026CRD 317324SEC# 801-135911Raleigh, NC
Reg. AUM
$110.5M
Employees
2
Accounts
216
Location
Raleigh, NC
About The Turlington Group
White Oak Wealth Partners provides family office and investment advisory services for high-net-worth individuals, families, and business owners. Its relationship-driven approach emphasizes personal service, strategic investing, and building a lasting legacy.
Summary based on the firm’s website.
The Turlington Group, Inc. assets under management
The Turlington Group, Inc. is an SEC-registered investment adviser based in Raleigh, NC. The firm has been registered since 2026. It reports $110.5 million in regulatory assets under management and employs 2 people.
The Turlington Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Austin Turlington Control | President | Over 75% | 2021 |
| Claire M Young | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does The Turlington Group, Inc. manage?
The Turlington Group, Inc. reports $110.5 million in regulatory assets under management on its Form ADV.
How many employees does The Turlington Group, Inc. have?
The Turlington Group, Inc. reports 2 employees.
Where is The Turlington Group, Inc. located?
The Turlington Group, Inc. is based in Raleigh, NC and has been SEC-registered since 2026.
Does The Turlington Group, Inc. disclose fund performance?
The Turlington Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1618 Glenwood Ave, Raleigh, NC 27608 |
| Phone | 919-858-6490 |
| Fax | 919-913-8582 |
| Office hours | 8-5 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110.5MNo change
Mar '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$110.5Mregulatory AUM
Discretionary $110.5M