Turner Capital Investments, LLC
● SEC registered since 2021CRD 146134SEC# 801-120964Austin, TX
Reg. AUM
$107.2M
Employees
4
Accounts
337
Location
Austin, TX
About Turner Capital Investments
Turner Capital provides investment solutions and wealth guidance for individual and institutional relationships. Its platform offers portfolio and retirement resources, adviser support, and access to a range of investment services.
Summary based on the firm’s website.
Turner Capital Investments, LLC assets under management
Turner Capital Investments, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2021. It reports $107.2 million in regulatory assets under management and employs 4 people.
Turner Capital Investments, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Bryan Goodwin Control | Vice President | Under 5% | 2024 |
| Amy Goodwin Control | Chief Compliance Officer | Under 5% | 2022 |
| Michael K Turner Control | President | Over 75% | 2007 |
Frequently asked questions
How much does Turner Capital Investments, LLC manage?
Turner Capital Investments, LLC reports $107.2 million in regulatory assets under management on its Form ADV.
How many employees does Turner Capital Investments, LLC have?
Turner Capital Investments, LLC reports 4 employees.
Where is Turner Capital Investments, LLC located?
Turner Capital Investments, LLC is based in Austin, TX and has been SEC-registered since 2021.
Does Turner Capital Investments, LLC disclose fund performance?
Turner Capital Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9442 Capital of Texas Hwy N, Arboretum Plaza One, Suite 500, Austin, TX 78759 |
| Phone | 855-678-8200 |
| Fax | 512-233-1706 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$107.2M▼ 16%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$107.2Mregulatory AUM
Discretionary $107.2M