# Turner Financial

> Turner Financial is a state-registered investment advisory firm in Omaha, NE, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 334842
- Filed as: TURNER FINANCIAL
- Legal name: Turner Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Omaha, NE
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334842
- AdvisorCensus page: https://advisorcensus.com/firm/turner-financial-omaha-ne-334842

## Quick answers

**How is Turner Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Turner Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Turner Financial located?**
Turner Financial's principal office is in Omaha, NE, according to its Form ADV.

**Is Turner Financial registered with the SEC or a state?**
Turner Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334842.

**How much does Turner Financial manage?**
Turner Financial reports $5,031,468 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (86% discretionary).

**What types of clients does Turner Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); pension and profit sharing plans (but not the plan participants or government pension plans) (5); high net worth individuals (1).

**Does Turner Financial 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/334842

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,031,468
- Discretionary: $4,316,031
- Non-discretionary: $715,437

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $4,133,053 |
| High net worth individuals | 1 | $182,978 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $715,437 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- turnerfinancial.com
- Facebook @Levturn
- Facebook @TurnerFinancialLLC
- Instagram @turnerfinancial
- LinkedIn @turner-financialus
- LinkedIn @levi-turner-

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Turner Financial (CRD 334842): Form ADV filing data as of October 2026.