# Holmes & Turner Financial Services, Inc.

> 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.

- CRD: 113553
- Filed as: HOLMES & TURNER FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bozeman, MT
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113553
- AdvisorCensus page: https://advisorcensus.com/firm/holmes-and-turner-financial-services-inc-bozeman-mt-113553

## Quick answers

**How is Holmes & Turner Financial Services, Inc. compensated?**
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.

**Where is Holmes & Turner Financial Services, Inc. located?**
Holmes & Turner Financial Services, Inc.'s principal office is in Bozeman, MT, according to its Form ADV.

**Is Holmes & Turner Financial Services, Inc. registered with the SEC or a state?**
Holmes & Turner Financial Services, Inc. is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 113553.

**How have Holmes & Turner Financial Services, Inc.'s assets and staff changed since 2021?**
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.

**Does Holmes & Turner Financial Services, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, MT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $63,960,381 | 5 | June 28, 2021 |
| October 2022 | $73,788,737 | 5 | March 31, 2022 |
| October 2026 | Not reported | 1 | February 4, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holmes & Turner Financial Services, Inc. (CRD 113553): Form ADV filing data as of October 2026.