{
  "crd_number": 113553,
  "slug": "holmes-and-turner-financial-services-inc-bozeman-mt-113553",
  "primary_business_name": "HOLMES & TURNER FINANCIAL SERVICES, INC.",
  "legal_name": "HOLMES & TURNER FINANCIAL SERVICES, INC.",
  "dbas": [],
  "city": "Bozeman",
  "state": "MT",
  "country": "United States",
  "cbsa_code": "14580",
  "metro": {
    "cbsa_code": "14580",
    "common_name": "Bozeman",
    "msa_name": "Bozeman, MT",
    "path": "/advisors/mt/bozeman"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2021-04-19",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-02-04",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "MT"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113553",
  "city_as_filed": "BOZEMAN",
  "url": "https://advisorcensus.com/firm/holmes-and-turner-financial-services-inc-bozeman-mt-113553",
  "display_name": "Holmes & Turner Financial Services, Inc.",
  "summary": "Holmes & Turner Financial Services, Inc. is a state-registered investment advisory firm in Bozeman, MT, registered since 2021, with no regulatory assets under management reported in its Form ADV filing dated February 4, 2026.",
  "citation": "AdvisorCensus. Holmes & Turner Financial Services, Inc. (CRD 113553): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Holmes & Turner Financial Services, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Holmes & Turner Financial Services, Inc. reports these compensation arrangements: other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Holmes & Turner Financial Services, Inc. located?",
      "a": "Holmes & Turner Financial Services, Inc.'s principal office is in Bozeman, MT, according to its Form ADV."
    },
    {
      "q": "Is Holmes & Turner Financial Services, Inc. registered with the SEC or a state?",
      "a": "Holmes & Turner Financial Services, Inc. is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 113553."
    },
    {
      "q": "How have Holmes & Turner Financial Services, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Holmes & Turner Financial Services, Inc.: Regulatory assets under management: $63,960,381 in the October 2021 data and $73,788,737 in the October 2022 data, up 15%. Total employees: 5 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Holmes & Turner Financial Services, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113553"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 63960381.0,
      "total_employees": 5,
      "filing_date": "2021-06-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 73788737.0,
      "total_employees": 5,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2026-02-04"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/holmes-and-turner-financial-services-inc-bozeman-mt-113553.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113553",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}