# Turner Financial Group, Inc.

> Turner Financial Group, Inc. is an SEC-registered investment advisory firm in Pace, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 11, 2026.

- CRD: 134204
- Filed as: TURNER FINANCIAL GROUP, INC.
- Also doing business as: ANDALUS CAPITAL, LLC., DEDICATED FINANCIAL LLC, GF THOMAS ADVISORY GROUP, SEELAN WEALTH STRATEGIES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pace, FL
- Filing period: October 2026
- Form ADV filing dated: June 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134204
- AdvisorCensus page: https://advisorcensus.com/firm/turner-financial-group-inc-pace-fl-134204

## Quick answers

**How is Turner Financial Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Turner Financial Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Turner Financial Group, Inc. charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $150 to $350 an hour (Concierge Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Turner Financial Group, Inc. located?**
Turner Financial Group, Inc.'s principal office is in Pace, FL, according to its Form ADV; the July 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Turner Financial Group, Inc. registered with the SEC or a state?**
Turner Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 134204.

**How much does Turner Financial Group, Inc. manage?**
Turner Financial Group, Inc. reports $229,566,133 in regulatory assets under management in its Form ADV filing dated June 11, 2026 (98% discretionary).

**How have Turner Financial Group, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Turner Financial Group, Inc.: Regulatory assets under management: $115,743,788 in the October 2024 data and $229,566,133 in the October 2026 data, up 98%. Total employees: 8 in October 2024 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Turner Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (490); charitable organizations (73); high net worth individuals (57).

**Which custodians does Turner Financial Group, Inc. use?**
Turner Financial Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Goldman Sachs Custody Solutions as custodians holding 10% or more of its separately managed account assets.

**Does Turner Financial Group, Inc. 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/134204

**What changed in Turner Financial Group, Inc.'s recent Form ADV filings?**
In the July 2026 filing data: 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
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Hourly rate: $150 to $350 an hour (Concierge Financial Planning Services)

> Fees for this service are negotiable and may be charged at an hourly rate of $150 to $350 per hour or at a flat rate ranging from $297 for a single Financial Project to $4,997 for multiple Financial Projects

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.
- Goldman Sachs Custody Solutions

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: $229,566,133
- Discretionary: $224,849,205
- Non-discretionary: $4,716,928

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 490 | $123,469,050 |
| High net worth individuals | 57 | $93,998,142 |
| Charitable organizations | 73 | $6,777,110 |
| Corporations or other businesses not listed above | Fewer than 5 | $5,321,831 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (2 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, DE, FL, LA, NJ, NY, OK, OR, PA, SC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Hamilton, NJ
- Jericho, NY
- Lewes, DE
- San Rafael, CA
- Tulsa, OK

### Websites listed on Form ADV (Item 1.I)
- andalus.capital
- dedicatedfinancial.com
- gfthomasadvisory.com
- seelan.com
- turnerfg.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $115,743,788 | 8 | August 19, 2024 |
| October 2025 | $171,026,487 | 12 | March 31, 2025 |
| October 2026 | $229,566,133 | 12 | June 11, 2026 |

Regulatory assets under management: $115,743,788 in the October 2024 data and $229,566,133 in the October 2026 data, up 98%.
Total employees: 8 in October 2024 and 12 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $171,026,487 to $229,566,133 (+34%).
- Changed its office addresses in Lewes, DE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Turner Financial Group, Inc. (CRD 134204): Form ADV filing data as of October 2026.