Pring Turner is an SEC registered investment adviser organized as a corporation with a primary office location in Alamo, CA. Its latest Form ADV filing, dated September 26, 2025, reports $262M in regulatory assets under management, 4 employees, and 475 accounts.
Assets Under Management
$262M
Employees
4
Offices
--
Total Clients
188
Primary office
ALAMO, CA
3195 DANVILLE BLVD STE 8, ALAMO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.8% of total clients.
Top client categories% of clientsClients
1
Individuals
63.8%
120
2
HNWI
36.2%
68
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$262Mas of September 26, 2025
Discretionary99.8%
$262M
100% of total RAUM99.8%
Non-discretionary0.2%
$570K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$262M
Total Accounts475
10Y AUM Change+$124M (+90.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee47:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.