# Turner Capital Investments, LLC

> Turner Capital Investments, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 24, 2026.

- CRD: 146134
- Filed as: TURNER CAPITAL INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146134
- AdvisorCensus page: https://advisorcensus.com/firm/turner-capital-investments-llc-austin-tx-146134

## Quick answers

**How is Turner Capital Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Turner Capital Investments, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Turner Capital Investments, LLC located?**
Turner Capital Investments, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Turner Capital Investments, LLC registered with the SEC or a state?**
Turner Capital Investments, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 146134.

**How much does Turner Capital Investments, LLC manage?**
Turner Capital Investments, LLC reports $107,167,153 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (100% discretionary).

**How have Turner Capital Investments, LLC's assets and staff changed since 2021?**
In the Form ADV data for Turner Capital Investments, LLC: Regulatory assets under management: $117,018,000 in the October 2021 data and $107,167,153 in the October 2026 data, down 8%. Total employees: 1 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Turner Capital Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (190); high net worth individuals (143); other investment advisers (2).

**Which custodians does Turner Capital Investments, LLC use?**
Turner Capital Investments, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Turner Capital Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146134

**Does Turner Capital Investments, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 24, 2026 says: "A minimum of $250,000 of assets under management is generally required to open a relationship with TCI."

**What changed in Turner Capital Investments, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $127,824,174 to $107,167,153 (-16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated July 24, 2026)

- Account minimum: $250,000

> A minimum of $250,000 of assets under management is generally required to open a relationship with TCI.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $107,167,153
- Discretionary: $107,167,153
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 190 | $43,636,121 |
| High net worth individuals | 143 | $59,070,341 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 2 | $4,265,065 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $195,626 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, KY, LA, MD, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- turnercapitalinvestments.com
- LinkedIn @turnercapitalinvestments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $117,018,000 | 1 | August 19, 2021 |
| October 2022 | $113,613,743 | 5 | August 17, 2022 |
| October 2023 | $73,464,563 | 5 | September 1, 2023 |
| October 2024 | $106,873,897 | 4 | August 22, 2024 |
| October 2025 | $127,824,174 | 4 | June 17, 2025 |
| October 2026 | $107,167,153 | 4 | July 24, 2026 |

Regulatory assets under management: $117,018,000 in the October 2021 data and $107,167,153 in the October 2026 data, down 8%.
Total employees: 1 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $127,824,174 to $107,167,153 (-16%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Turner Capital Investments, LLC (CRD 146134): Form ADV filing data as of October 2026.