Turloff Financial Consulting Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated January 31, 2026, reports $160M in regulatory assets under management, 2 employees, and 254 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.8% of total clients.
Top client categories% of clientsClients
1
HNWI
68.8%
55
2
Individuals
31.3%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of January 31, 2026
Discretionary95.8%
$153M
96% of total RAUM95.8%
Non-discretionary4.2%
$7M
4% of total RAUM4.2%
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.
Total AUM$160M
Total Accounts254
10Y AUM Change+$43M (+37.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee40:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2021. Charts show the most recent available filing segment under this CRD.
* 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.