Data / Investment advisers / Texas / Turner Capital Investments, LLC
Turner Capital Investments, LLC, Austin, TX: $107 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Turner Capital Investments, LLC is an SEC registered investment adviser with its main office in Austin, Texas and reports $107 million in regulatory assets under management in its Form ADV filed July 24, 2026. Its clients include high net worth individuals, individuals and other investment advisers. It is paid through a percentage of assets under management.
The request: Watch Turner Capital Investments, LLC (CRD number 146134): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 146134
- SEC file number
- 801-120964
- SEC status
- Approved, effective April 23, 2021
- Main office
- 9442 Capital of Texas Hwy N Arboretum Plaza One, Suite 500, Austin, TX 78759
- Phone
- (855) 678-8200
- Website
- turnercapitalinvestments.com
- Regulatory AUM
- $107,167,153 in the Form ADV filed July 24, 2026
- Discretionary AUM
- $107,167,153
- Accounts
- 337
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 143 | $59.1 million |
| Individuals (other than high net worth individuals) | 190 | $43.6 million |
| Other investment advisers | 2 | $4.3 million |
| Corporations or other businesses | 2 | $195,626 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $107.2 million | March 30, 2026 |
| December 1, 2025 | $127.8 million | June 17, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Broadhurst Financial Advisors, Inc. | Austin | $128.4 million | Not listed | adviserinfo.sec.gov |
| Evolution Investment Management LLC | Austin | $127.5 million | 6 | adviserinfo.sec.gov |
| Shadowridge Asset Management, LLC | Austin | $126.7 million | Not listed | adviserinfo.sec.gov |
| Masterpiece Capital, LLC | Austin | $124.9 million | Not listed | adviserinfo.sec.gov |
| Grace Capital Management, LLC | Austin | $108.7 million | Not listed | adviserinfo.sec.gov |
| Ironhorn Advisors LLC | Austin | $103 million | Not listed | adviserinfo.sec.gov |
| Brazos Capital | Austin | $102.5 million | Not listed | adviserinfo.sec.gov |
| Republic Square | Austin | $102.4 million | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Turner Capital Investments, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.